Caldwell Trust’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.26M | Buy |
2,310
+40
|
|
||||
|
2025
Q1 | $1.12M | Buy |
2,270
+213
|
|
||||
|
2024
Q4 | $1.07M | Buy |
2,057
+8
|
|
||||
|
2024
Q3 | $1.01M | Buy |
2,049
+91
|
|
||||
|
2024
Q2 | $871K | Buy |
1,958
+148
|
|
||||
|
2024
Q1 | $722K | Buy |
1,810
+84
|
|
||||
|
2023
Q4 | $582K | Buy |
1,726
+169
|
|
||||
|
2023
Q3 | $455K | Buy |
1,557
+33
|
|
||||
|
2023
Q2 | $521K | Hold |
1,524
|
|
||||
|
2023
Q1 | $389K | Hold |
1,524
|
|
||||
|
2022
Q4 | $404K | Hold |
1,524
|
|
||||
|
2022
Q3 | $286K | Hold |
1,524
|
|
||||
|
2022
Q2 | $306K | Sell |
1,524
-3
|
|
||||
|
2022
Q1 | $461K | Hold |
1,527
|
|
||||
|
2021
Q4 | $549K | Sell |
1,527
-66
|
|
||||
|
2021
Q3 | $528K | Hold |
1,593
|
|
||||
|
2021
Q2 | $488K | Buy |
1,593
+3
|
|
||||
|
2021
Q1 | $392K | Hold |
1,590
|
|
||||
|
2020
Q4 | $434K | Hold |
1,590
|
|
||||
|
2020
Q3 | $376K | Hold |
1,590
|
|
||||
|
2020
Q2 | $302K | Hold |
1,590
|
|
||||
|
2020
Q1 | $262K | Hold |
1,590
|
|
||||
|
2019
Q4 | $313K | Buy |
+1,590
|
|