Captrust Financial Advisors Intuitive Surgical Inc Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Intuitive Surgical Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 27,749 shares of ISRG stock, worth $15.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

27,749

Previous 26,499 4.72%

Holding current value

$15.3 Million

Previous $13.8 Million 0.64%

% of portfolio

0.04%

Previous 0.04%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$476.63 - $610.45 $595,787 - $763,062	1,250 Added 4.72%	27,749 $13.7 Million
Q4 2024 Feb 14, 2025	BUY	$471.27 - $550.62 $177,197 - $207,033	376 Added 1.44%	26,499 $13.8 Million
Q3 2024 Nov 14, 2024	SELL	$416.14 - $494.01 $5.92 Million - $7.02 Million	-14,215 Reduced 35.24%	26,123 $12.8 Million
Q2 2024 Aug 14, 2024	BUY	$366.34 - $445.11 $1.12 Million - $1.36 Million	3,049 Added 8.18%	40,338 $17.9 Million
Q1 2024 May 15, 2024	SELL	$322.13 - $400.59 $1.43 Million - $1.78 Million	-4,432 Reduced 10.62%	37,289 $14.9 Million
Q4 2023 Feb 14, 2024	BUY	$258.49 - $338.39 $191,024 - $250,070	739 Added 1.8%	41,721 $14.1 Million
Q3 2023 Nov 14, 2023	BUY	$284.35 - $354.93 $3.28 Million - $4.1 Million	11,543 Added 39.21%	40,982 $12 Million
Q2 2023 Aug 14, 2023	BUY	$253.53 - $341.94 $1.49 Million - $2.01 Million	5,892 Added 25.02%	29,439 $10.1 Million
Q1 2023 May 15, 2023	BUY	$224.75 - $271.36 $378,029 - $456,427	1,682 Added 7.69%	23,547 $6.02 Million
Q4 2022 Feb 15, 2023	BUY	$183.06 - $281.74 $512,201 - $788,308	2,798 Added 14.67%	21,865 $5.8 Million
Q3 2022 Nov 16, 2022	BUY	$186.38 - $242.46 $26,093 - $33,944	140 Added 0.74%	19,067 $3.57 Million
Q2 2022 Aug 23, 2022	SELL	$190.71 - $305.54 $190,137 - $304,623	-997 Reduced 5.0%	18,927 $3.8 Million
Q2 2022 Aug 16, 2022	BUY	$190.71 - $305.54 $1.09 Million - $1.74 Million	5,693 Added 40.0%	19,924 $4 Million
Q1 2022 May 16, 2022	SELL	$262.77 - $360.0 $1.2 Million - $1.65 Million	-4,585 Reduced 24.37%	14,231 $4.29 Million
Q4 2021 Feb 14, 2022	BUY	$319.93 - $365.42 $4.25 Million - $4.85 Million	13,271 Added 239.33%	18,816 $6.76 Million
Q3 2021 Nov 16, 2021	BUY	$309.15 - $360.85 $97,073 - $113,306	314 Added 6.0%	5,545 $5.51 Million
Q2 2021 Aug 16, 2021	SELL	$249.2 - $306.91 $389,998 - $480,314	-1,565 Reduced 23.03%	5,231 $4.81 Million
Q1 2021 May 17, 2021	BUY	$228.3 - $272.92 $109,584 - $131,001	480 Added 7.6%	6,796 $5.02 Million
Q4 2020 Feb 16, 2021	SELL	$222.36 - $272.7 $8.06 Million - $9.88 Million	-36,232 Reduced 85.16%	6,316 $5.17 Million
Q3 2020 Nov 17, 2020	SELL	$190.43 - $255.04 $1.51 Million - $2.02 Million	-7,922 Reduced 15.7%	42,548 $30.2 Million
Q2 2020 Aug 14, 2020	BUY	$152.75 - $197.59 $1.69 Million - $2.18 Million	11,042 Added 28.01%	50,470 $29 Million
Q1 2020 May 15, 2020	BUY	$122.58 - $206.1 $4.74 Million - $7.97 Million	38,654 Added 4994.06%	39,428 $18.1 Million
Q4 2019 Feb 14, 2020	BUY	$169.67 - $199.6 $105,874 - $124,550	624 Added 416.0%	774 $462,000
Q3 2019 Nov 14, 2019	BUY	$161.53 - $181.67 $5,168 - $5,813	32 Added 27.12%	150 $81,000
Q2 2019 Aug 13, 2019	BUY	$152.76 - $195.3 $4,888 - $6,249	32 Added 37.21%	118 $62,000
Q1 2019 May 15, 2019	BUY	$150.08 - $192.66 $300 - $385	2 Added 2.38%	86 $49,000
Q4 2018 Feb 13, 2019	BUY	$144.96 - $191.58 $11,306 - $14,943	78 Added 1300.0%	84 $40,000
Q3 2018 Nov 15, 2018	SELL	$161.86 - $191.4 $485 - $574	-3 Reduced 33.33%	6 $3,000
Q4 2017 Feb 14, 2018	BUY	$117.83 - $134.57 $1,060 - $1,211	9	9 $3,000

Others Institutions Holding ISRG

# of Institutions

2,454

Shares Held

294M

Call Options Held

2.97M

Put Options Held

3.06M

View Full List

About INTUITIVE SURGICAL INC

Ticker ISRG
Exchange NASDAQ
Sector Healthcare
Industry Medical Instruments & Supplies
Shares Outstandng 353,384,992
Market Cap $195B
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...

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Captrust Financial Advisors Intuitive Surgical Inc Transaction History