YHB Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.9M | Buy |
21,981
+210
| +1% | +$114K | 0.92% | 27 |
|
|
2025
Q1 | $10.8M | Sell |
21,771
-169
| -0.8% | -$83.7K | 0.9% | 27 |
|
|
2024
Q4 | $11.5M | Sell |
21,940
-56
| -0.3% | -$29.2K | 0.94% | 27 |
|
|
2024
Q3 | $10.8M | Sell |
21,996
-763
| -3% | -$375K | 0.89% | 26 |
|
|
2024
Q2 | $10.1M | Sell |
22,759
-104
| -0.5% | -$46.3K | 0.87% | 27 |
|
|
2024
Q1 | $9.12M | Buy |
22,863
+60
| +0.3% | +$23.9K | 0.81% | 30 |
|
|
2023
Q4 | $7.69M | Sell |
22,803
-5,960
| -21% | -$2.01M | 0.74% | 36 |
|
|
2023
Q3 | $8.41M | Sell |
28,763
-492
| -2% | -$144K | 0.78% | 35 |
|
|
2023
Q2 | $10M | Sell |
29,255
-113
| -0.4% | -$38.6K | 0.93% | 26 |
|
|
2023
Q1 | $7.5M | Buy |
29,368
+205
| +0.7% | +$52.4K | 0.75% | 35 |
|
|
2022
Q4 | $7.74M | Sell |
29,163
-210
| -0.7% | -$55.7K | 0.83% | 33 |
|
|
2022
Q3 | $5.51M | Buy |
29,373
+31
| +0.1% | +$5.81K | 0.61% | 46 |
|
|
2022
Q2 | $5.89M | Buy |
29,342
+220
| +0.8% | +$44.2K | 0.62% | 47 |
|
|
2022
Q1 | $8.79M | Sell |
29,122
-1,786
| -6% | -$539K | 0.78% | 35 |
|
|
2021
Q4 | $11.1M | Buy |
30,908
+152
| +0.5% | +$54.6K | 0.88% | 29 |
|
|
2021
Q3 | $10.2M | Sell |
30,756
-129
| -0.4% | -$42.7K | 0.88% | 30 |
|
|
2021
Q2 | $9.47M | Buy |
30,885
+33
| +0.1% | +$10.1K | 0.81% | 33 |
|
|
2021
Q1 | $8.36M | Buy |
30,852
+693
| +2% | +$188K | 0.72% | 39 |
|
|
2020
Q4 | $8.22M | Sell |
30,159
-615
| -2% | -$168K | 0.78% | 36 |
|
|
2020
Q3 | $7.28M | Sell |
30,774
-4,407
| -13% | -$1.04M | 0.79% | 36 |
|
|
2020
Q2 | $6.68M | Buy |
35,181
+465
| +1% | +$88.3K | 0.96% | 31 |
|
|
2020
Q1 | $5.73M | Buy |
34,716
+480
| +1% | +$79.2K | 0.99% | 33 |
|
|
2019
Q4 | $6.75M | Sell |
34,236
-921
| -3% | -$181K | 0.96% | 35 |
|
|
2019
Q3 | $6.33M | Buy |
35,157
+1,833
| +6% | +$330K | 0.97% | 36 |
|
|
2019
Q2 | $5.83M | Sell |
33,324
-489
| -1% | -$85.5K | 0.93% | 34 |
|
|
2019
Q1 | $6.43M | Sell |
33,813
-678
| -2% | -$129K | 1.01% | 33 |
|
|
2018
Q4 | $5.51M | Buy |
34,491
+3,711
| +12% | +$592K | 0.98% | 37 |
|
|
2018
Q3 | $5.89M | Sell |
30,780
-1,875
| -6% | -$359K | 0.89% | 34 |
|
|
2018
Q2 | $5.21M | Buy |
32,655
+135
| +0.4% | +$21.5K | 0.85% | 37 |
|
|
2018
Q1 | $4.48M | Buy |
32,520
+1,113
| +4% | +$153K | 0.76% | 40 |
|
|
2017
Q4 | $3.82M | Sell |
31,407
-615
| -2% | -$74.8K | 0.65% | 51 |
|
|
2017
Q3 | $3.72M | Sell |
32,022
-4,563
| -12% | -$530K | 0.67% | 46 |
|
|
2017
Q2 | $3.8M | Buy |
36,585
+4,473
| +14% | +$465K | 0.65% | 48 |
|
|
2017
Q1 | $2.98M | Buy |
32,112
+585
| +2% | +$54.3K | 0.57% | 58 |
|
|
2016
Q4 | $2.22M | Sell |
31,527
-324
| -1% | -$22.8K | 0.46% | 69 |
|
|
2016
Q3 | $2.57M | Sell |
31,851
-396
| -1% | -$31.9K | 0.62% | 55 |
|
|
2016
Q2 | $2.37M | Sell |
32,247
-315
| -1% | -$23.2K | 0.52% | 61 |
|
|
2016
Q1 | $2.18M | Buy |
32,562
+720
| +2% | +$48.1K | 0.59% | 54 |
|
|
2015
Q4 | $1.93M | Sell |
31,842
-1,890
| -6% | -$115K | 0.44% | 72 |
|
|
2015
Q3 | $1.72M | Sell |
33,732
-270
| -0.8% | -$13.8K | 0.41% | 75 |
|
|
2015
Q2 | $1.83M | Buy |
34,002
+765
| +2% | +$41.2K | 0.4% | 75 |
|
|
2015
Q1 | $1.87M | Buy |
33,237
+423
| +1% | +$23.7K | 0.42% | 73 |
|
|
2014
Q4 | $1.93M | Sell |
32,814
-783
| -2% | -$46K | 0.44% | 72 |
|
|
2014
Q3 | $1.72M | Sell |
33,597
-945
| -3% | -$48.5K | 0.41% | 78 |
|
|
2014
Q2 | $1.58M | Buy |
34,542
+1,800
| +5% | +$82.3K | 0.38% | 78 |
|
|
2014
Q1 | $1.59M | Sell |
32,742
-900
| -3% | -$43.8K | 0.4% | 78 |
|
|
2013
Q4 | $1.44M | Sell |
33,642
-918
| -3% | -$39.2K | 0.39% | 78 |
|
|
2013
Q3 | $1.45M | Buy |
34,560
+252
| +0.7% | +$10.5K | 0.43% | 79 |
|
|
2013
Q2 | $1.93M | Buy |
+34,308
| New | +$1.93M | 0.6% | 55 |
|