Bartlett & Co’s Intuitive Surgical ISRG Stock Holding History

Bartlett & Co’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q4	$1.02M	Sell	3,017 -152	-5%	-$51.4K	0.02%	271
2023 Q3	$926K	Sell	3,169 -129	-4%	-$37.7K	0.02%	268
2023 Q2	$1.13M	Hold	3,298	–	–	0.02%	259
2023 Q1	$843K	Sell	3,298 -625	-16%	-$160K	0.02%	239
2022 Q4	$1.04M	Sell	3,923 -1,828	-32%	-$485K	0.02%	226
2022 Q3	$1.08M	Hold	5,751	–	–	0.02%	216
2022 Q2	$1.15M	Buy	5,751 +459	+9%	+$92.1K	0.02%	205
2022 Q1	$1.6M	Hold	5,292	–	–	0.03%	191
2021 Q4	$1.9M	Hold	5,292	–	–	0.03%	185
2021 Q3	$1.75M	Sell	5,292 -165	-3%	-$54.7K	0.03%	178
2021 Q2	$1.67M	Hold	5,457	–	–	0.03%	184
2021 Q1	$1.34M	Hold	5,457	–	–	0.03%	191
2020 Q4	$1.49M	Sell	5,457 -1,605	-23%	-$438K	0.03%	183
2020 Q3	$1.67M	Hold	7,062	–	–	0.04%	168
2020 Q2	$1.34M	Sell	7,062 -3,348	-32%	-$636K	0.04%	178
2020 Q1	$1.72M	Buy	+10,410	New	+$1.72M	0.05%	163
2019 Q3	$1.92M	Buy	10,677 +9,057	+559%	+$1.63M	0.05%	173
2019 Q2	$283K	Hold	1,620	–	–	0.01%	237
2019 Q1	$308K	Hold	1,620	–	–	0.01%	228
2018 Q4	$259K	Hold	1,620	–	–	0.01%	232
2018 Q3	$310K	Hold	1,620	–	–	0.01%	225
2018 Q2	$258K	Sell	1,620 -153	-9%	-$24.4K	0.01%	234
2018 Q1	$244K	Hold	1,773	–	–	0.01%	236
2017 Q4	$216K	Hold	1,773	–	–	0.01%	248
2017 Q3	$206K	Hold	1,773	–	–	0.01%	249
2017 Q2	$184K	Hold	1,773	–	–	0.01%	258
2017 Q1	$151K	Sell	1,773 -72	-4%	-$6.13K	0.01%	276
2016 Q4	$130K	Sell	1,845 -135	-7%	-$9.51K	0.01%	290
2016 Q3	$159K	Hold	1,980	–	–	0.01%	267
2016 Q2	$146K	Buy	1,980 +135	+7%	+$9.96K	0.01%	279
2016 Q1	$123K	Sell	1,845 -90	-5%	-$6K	0.01%	292
2015 Q4	$117K	Hold	1,935	–	–	0.01%	302
2015 Q3	$99K	Sell	1,935 -45	-2%	-$2.3K	0.01%	314
2015 Q2	$107K	Hold	1,980	–	–	0.01%	314
2015 Q1	$111K	Sell	1,980 -90	-4%	-$5.05K	0.01%	312
2014 Q4	$122K	Hold	2,070	–	–	0.01%	304
2014 Q3	$106K	Hold	2,070	–	–	0.01%	304
2014 Q2	$95K	Hold	2,070	–	–	﹤0.01%	322
2014 Q1	$101K	Hold	2,070	–	–	0.01%	310
2013 Q4	$88K	Hold	2,070	–	–	﹤0.01%	328
2013 Q3	$87K	Sell	2,070 -990	-32%	-$41.6K	﹤0.01%	318
2013 Q2	$172K	Buy	+3,060	New	+$172K	0.01%	255