Wealth Plan Partners, LLC Intuitive Surgical Inc Transaction History

Wealth Plan Partners, LLC

$745 Billion
Q3 2024

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 09, 2024	SELL	$366.34 - $445.11 $65,941 - $80,119	-180 Reduced 22.99%	603 $268 Million
Q3 2023 Nov 01, 2023	BUY	$284.35 - $354.93 $14,786 - $18,456	52 Added 7.11%	783 $229 Million
Q2 2023 Jul 31, 2023	SELL	$253.53 - $341.94 $47,917 - $64,626	-189 Reduced 20.54%	731 $250 Million
Q1 2023 May 10, 2023	SELL	$224.75 - $271.36 $281,611 - $340,014	-1,253 Reduced 57.66%	920 $235 Million
Q4 2022 Feb 16, 2023	SELL	$183.06 - $281.74 $1.41 Million - $2.17 Million	-7,697 Reduced 77.98%	2,173 $524 Million
Q1 2022 May 03, 2022	BUY	$262.77 - $360.0 $214,420 - $293,760	816 Added 9.01%	9,870 $2.36 Million
Q4 2021 Feb 01, 2022	BUY	$319.93 - $365.42 $206,354 - $235,695	645 Added 7.67%	9,054 $2.57 Million
Q3 2021 Dec 09, 2021	BUY	$309.15 - $360.85 $1.76 Million - $2.05 Million	5,693 Added 209.61%	8,409 $2.79 Million
Q2 2021 Aug 19, 2021	BUY	$249.2 - $306.91 $89,462 - $110,180	359 Added 15.23%	2,716 $2.7 Million
Q1 2021 May 11, 2021	BUY	$228.3 - $272.92 $87,895 - $105,074	385 Added 19.52%	2,357 $2 Million
Q4 2020 Feb 09, 2021	BUY	$222.36 - $272.7 $253,045 - $310,332	1,138 Added 136.45%	1,972 $1.49 Million
Q3 2020 Dec 18, 2020	BUY	$190.43 - $255.04 $158,818 - $212,703	834 New	834 $618,000
Q1 2019 May 16, 2019	SELL	$150.08 - $192.66 $66,335 - $85,155	-442 Closed	0 $0
Q4 2018 Feb 20, 2019	SELL	$144.96 - $191.58 $144 - $191	-1 Reduced 0.23%	442 $242,000
Q3 2018 Nov 21, 2018	SELL	$161.86 - $191.4 $9,549 - $11,292	-59 Reduced 11.75%	443 $215,000
Q2 2018 Aug 16, 2018	SELL	$132.18 - $165.17 $41,240 - $51,533	-312 Reduced 38.33%	502 $240,000
Q1 2018 May 16, 2018	BUY	$125.08 - $149.94 $101,815 - $122,051	814 New	814 $336,000

Others Institutions Holding ISRG

# of Institutions

2,136

Shares Held

285M

Call Options Held

2.27M

Put Options Held

2.54M

Vanguard Group Inc Valley Forge, PA

31.9M
Shares

$17.2 Billion
0.29% of portfolio
Black Rock Inc. New York, NY

30.1M
Shares

$16.2 Billion
0.31% of portfolio
State Street Corp Boston, MA

15.1M
Shares

$8.11 Billion
0.31% of portfolio
Price T Rowe Associates Inc Baltimore, MD

14.6M
Shares

$7.86 Billion
0.83% of portfolio
Jpmorgan Chase & CO New York, NY

10M
Shares

$5.39 Billion
0.4% of portfolio

View Full List

About INTUITIVE SURGICAL INC

Ticker ISRG
Exchange NASDAQ
Sector Healthcare
Industry Medical Instruments & Supplies
Shares Outstandng 353,384,992
Market Cap $190B
Description
Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System to enable complex surgery using a minimally invasive approach; and Ion endo...

More about ISRG

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