Callahan Advisors’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 | $470K | Buy |
864
+2
| +0.2% | +$1.09K | 0.04% | 126 |
|
|
2025
Q1 | $427K | Hold |
862
| – | – | 0.04% | 130 |
|
|
2024
Q4 | $450K | Hold |
862
| – | – | 0.04% | 128 |
|
|
2024
Q3 | $423K | Hold |
862
| – | – | 0.04% | 116 |
|
|
2024
Q2 | $383K | Hold |
862
| – | – | 0.04% | 123 |
|
|
2024
Q1 | $344K | Sell |
862
-63
| -7% | -$25.1K | 0.04% | 119 |
|
|
2023
Q4 | $312K | Sell |
925
-95
| -9% | -$32K | 0.04% | 119 |
|
|
2023
Q3 | $298K | Sell |
1,020
-150
| -13% | -$43.8K | 0.04% | 126 |
|
|
2023
Q2 | $400K | Sell |
1,170
-85
| -7% | -$29.1K | 0.05% | 112 |
|
|
2023
Q1 | $321K | Sell |
1,255
-45
| -3% | -$11.5K | 0.04% | 122 |
|
|
2022
Q4 | $345K | Hold |
1,300
| – | – | 0.05% | 119 |
|
|
2022
Q3 | $244K | Hold |
1,300
| – | – | 0.04% | 132 |
|
|
2022
Q2 | $261K | Buy |
1,300
+285
| +28% | +$57.2K | 0.03% | 136 |
|
|
2022
Q1 | $306K | Buy |
1,015
+115
| +13% | +$34.7K | 0.03% | 134 |
|
|
2021
Q4 | $323K | Hold |
900
| – | – | 0.04% | 134 |
|
|
2021
Q3 | $298K | Hold |
900
| – | – | 0.04% | 131 |
|
|
2021
Q2 | $276K | Hold |
900
| – | – | 0.04% | 134 |
|
|
2021
Q1 | $222K | Hold |
900
| – | – | 0.03% | 134 |
|
|
2020
Q4 | $245K | Hold |
900
| – | – | 0.04% | 130 |
|
|
2020
Q3 | $213K | Buy |
+900
| New | +$213K | 0.03% | 129 |
|