Valmark Advisers, Inc. Intuitive Surgical Inc Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

A detailed history of Valmark Advisers, Inc. transactions in Intuitive Surgical Inc stock. As of the latest transaction made, Valmark Advisers, Inc. holds 982 shares of ISRG stock, worth $522,247. This represents 0.01% of its overall portfolio holdings.

Number of Shares

982

Previous 902 8.87%

Holding current value

$522,247

Previous $470,000 3.4%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 22, 2025	BUY	$476.63 - $610.45 $38,130 - $48,836	80 Added 8.87%	982 $486,000
Q4 2024 Jan 30, 2025	SELL	$471.27 - $550.62 $15,551 - $18,170	-33 Reduced 3.53%	902 $470,000
Q3 2024 Oct 25, 2024	BUY	$416.14 - $494.01 $10,819 - $12,844	26 Added 2.86%	935 $459,000
Q2 2024 Jul 31, 2024	BUY	$366.34 - $445.11 $20,148 - $24,481	55 Added 6.44%	909 $404,000
Q1 2024 May 03, 2024	BUY	$322.13 - $400.59 $8,375 - $10,415	26 Added 3.14%	854 $340,000
Q2 2023 Aug 02, 2023	SELL	$253.53 - $341.94 $760 - $1,025	-3 Reduced 0.36%	828 $283,000
Q1 2023 May 01, 2023	SELL	$224.75 - $271.36 $6,293 - $7,598	-28 Reduced 3.26%	831 $212,000
Q4 2022 Feb 06, 2023	BUY	$183.06 - $281.74 $157,248 - $242,014	859 New	859 $227,000
Q2 2022 Aug 01, 2022	SELL	$190.71 - $305.54 $160,959 - $257,875	-844 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$262.77 - $360.0 $22,072 - $30,240	84 Added 11.05%	844 $255,000
Q4 2021 Feb 02, 2022	BUY	$319.93 - $365.42 $146,847 - $167,727	459 Added 152.49%	760 $273,000
Q3 2021 Nov 09, 2021	BUY	$309.15 - $360.85 $8,037 - $9,382	26 Added 9.45%	301 $299,000
Q1 2021 May 04, 2021	SELL	$228.3 - $272.92 $1,826 - $2,183	-8 Reduced 2.83%	275 $203,000
Q4 2020 Feb 03, 2021	SELL	$222.36 - $272.7 $6,003 - $7,362	-27 Reduced 8.71%	283 $232,000
Q3 2020 Nov 09, 2020	BUY	$190.43 - $255.04 $59,033 - $79,062	310 New	310 $220,000
Q4 2018 Feb 07, 2019	SELL	$144.96 - $191.58 $52,620 - $69,543	-363 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	$161.86 - $191.4 $58,755 - $69,478	363 New	363 $208,000

Others Institutions Holding ISRG

# of Institutions

2,390

Shares Held

291M

Call Options Held

2.65M

Put Options Held

2.69M

View Full List

About INTUITIVE SURGICAL INC

Ticker ISRG
Exchange NASDAQ
Sector Healthcare
Industry Medical Instruments & Supplies
Shares Outstandng 353,384,992
Market Cap $188B
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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Valmark Advisers, Inc. Intuitive Surgical Inc Transaction History