A detailed history of Ep Wealth Advisors, LLC transactions in Intuitive Surgical Inc stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 13,937 shares of ISRG stock, worth $7.48 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
13,937
Previous 14,787 5.75%
Holding current value
$7.48 Million
Previous $6.58 Million 4.11%
% of portfolio
0.06%
Previous 0.07%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$416.14 - $494.01 $353,719 - $419,908
-850 Reduced 5.75%
13,937 $6.85 Million
Q2 2024

Aug 19, 2024

BUY
$366.34 - $445.11 $21,980 - $26,706
60 Added 0.41%
14,787 $6.58 Million
Q1 2024

May 14, 2024

SELL
$322.13 - $400.59 $38,655 - $48,070
-120 Reduced 0.81%
14,727 $5.88 Million
Q4 2023

Feb 28, 2024

SELL
$258.49 - $338.39 $6,979 - $9,136
-27 Reduced 0.18%
14,847 $5.01 Million
Q3 2023

Nov 22, 2023

SELL
$284.35 - $354.93 $14.3 Million - $17.8 Million
-50,179 Reduced 77.14%
14,874 $4.35 Million
Q2 2023

Aug 14, 2023

SELL
$253.53 - $341.94 $356,970 - $481,451
-1,408 Reduced 2.12%
65,053 $22.2 Million
Q1 2023

Jun 05, 2023

BUY
$224.75 - $271.36 $14.9 Million - $18 Million
66,461 New
66,461 $17 Million
Q4 2022

Jun 12, 2023

SELL
$183.06 - $281.74 $9.3 Million - $14.3 Million
-50,779 Reduced 76.4%
15,682 $4.16 Million
Q2 2022

Aug 11, 2022

SELL
$190.71 - $305.54 $569,078 - $911,731
-2,984 Reduced 41.68%
4,176 $838,000
Q1 2022

May 20, 2022

BUY
$262.77 - $360.0 $8,408 - $11,520
32 Added 0.45%
7,160 $2.16 Million
Q4 2021

Feb 17, 2022

BUY
$319.93 - $365.42 $1.51 Million - $1.73 Million
4,723 Added 196.38%
7,128 $2.56 Million
Q3 2021

Nov 23, 2021

SELL
$309.15 - $360.85 $786,477 - $918,002
-2,544 Reduced 51.4%
2,405 $2.39 Million
Q3 2021

Nov 16, 2021

BUY
$309.15 - $360.85 $770,401 - $899,238
2,492 Added 101.42%
4,949 $2.39 Million
Q2 2021

Aug 24, 2021

SELL
$249.2 - $306.91 $272,624 - $335,759
-1,094 Reduced 30.81%
2,457 $2.26 Million
Q1 2021

May 17, 2021

BUY
$228.3 - $272.92 $36,756 - $43,940
161 Added 4.75%
3,551 $2.62 Million
Q4 2020

Feb 18, 2021

SELL
$222.36 - $272.7 $222 - $272
-1 Reduced 0.03%
3,390 $2.77 Million
Q3 2020

Nov 17, 2020

SELL
$190.43 - $255.04 $18,471 - $24,738
-97 Reduced 2.78%
3,391 $2.41 Million
Q2 2020

Aug 14, 2020

SELL
$152.75 - $197.59 $3,055 - $3,951
-20 Reduced 0.57%
3,488 $1.99 Million
Q1 2020

May 18, 2020

SELL
$122.58 - $206.1 $35,915 - $60,387
-293 Reduced 7.71%
3,508 $1.74 Million
Q4 2019

Feb 14, 2020

BUY
$169.67 - $199.6 $39,872 - $46,906
235 Added 6.59%
3,801 $2.25 Million
Q3 2019

Nov 18, 2019

BUY
$161.53 - $181.67 $283,808 - $319,194
1,757 Added 97.13%
3,566 $1.93 Million
Q2 2019

Aug 27, 2019

BUY
$152.76 - $195.3 $79,740 - $101,946
522 Added 40.56%
1,809 $949,000
Q1 2019

May 20, 2019

SELL
$150.08 - $192.66 $34,218 - $43,926
-228 Reduced 15.05%
1,287 $734,000
Q4 2018

Feb 19, 2019

BUY
$144.96 - $191.58 $25,657 - $33,909
177 Added 13.23%
1,515 $726,000
Q3 2018

Nov 15, 2018

BUY
$161.86 - $191.4 $60,697 - $71,775
375 Added 38.94%
1,338 $768,000
Q2 2018

Aug 14, 2018

SELL
$132.18 - $165.17 $396 - $495
-3 Reduced 0.31%
963 $461,000
Q1 2018

May 15, 2018

BUY
$125.08 - $149.94 $120,827 - $144,842
966 New
966 $399,000

Others Institutions Holding ISRG

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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