Bank of Stockton’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 | $668K | Hold |
1,230
| – | – | 0.2% | 72 |
|
|
2025
Q1 | $609K | Buy |
1,230
+69
| +6% | +$34.2K | 0.19% | 76 |
|
|
2024
Q4 | $606K | Buy |
1,161
+138
| +13% | +$72K | 0.18% | 76 |
|
|
2024
Q3 | $503K | Buy |
1,023
+163
| +19% | +$80.1K | 0.15% | 93 |
|
|
2024
Q2 | $383K | Buy |
+860
| New | +$383K | 0.12% | 102 |
|
|
2023
Q3 | – | Sell |
-690
| Closed | -$236K | – | 121 |
|
|
2023
Q2 | $236K | Buy |
+690
| New | +$236K | 0.08% | 111 |
|
|
2022
Q2 | – | Sell |
-880
| Closed | -$265K | – | 118 |
|
|
2022
Q1 | $265K | Sell |
880
-330
| -27% | -$99.4K | 0.08% | 109 |
|
|
2021
Q4 | $435K | Sell |
1,210
-245
| -17% | -$88.1K | 0.13% | 88 |
|
|
2021
Q3 | $482K | Sell |
1,455
-120
| -8% | -$39.8K | 0.15% | 78 |
|
|
2021
Q2 | $483K | Sell |
1,575
-15
| -0.9% | -$4.6K | 0.15% | 82 |
|
|
2021
Q1 | $391K | Sell |
1,590
-117
| -7% | -$28.8K | 0.13% | 91 |
|
|
2020
Q4 | $465K | Sell |
1,707
-69
| -4% | -$18.8K | 0.18% | 77 |
|
|
2020
Q3 | $420K | Sell |
1,776
-174
| -9% | -$41.1K | 0.18% | 80 |
|
|
2020
Q2 | $370K | Buy |
+1,950
| New | +$370K | 0.16% | 88 |
|