Charter Oak Capital Management’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 | $243K | Sell |
447
-10
| -2% | -$5.43K | 0.02% | 181 |
|
|
2025
Q1 | $226K | Buy |
457
+8
| +2% | +$3.96K | 0.02% | 181 |
|
|
2024
Q4 | $234K | Buy |
449
+13
| +3% | +$6.79K | 0.02% | 172 |
|
|
2024
Q3 | $214K | Buy |
+436
| New | +$214K | 0.02% | 183 |
|
|
2022
Q3 | – | Sell |
-439
| Closed | -$88K | – | 506 |
|
|
2022
Q2 | $88K | Hold |
439
| – | – | 0.01% | 258 |
|
|
2022
Q1 | $132K | Buy |
439
+4
| +0.9% | +$1.2K | 0.02% | 221 |
|
|
2021
Q4 | $156K | Hold |
435
| – | – | 0.02% | 198 |
|
|
2021
Q3 | $144K | Hold |
435
| – | – | 0.02% | 200 |
|
|
2021
Q2 | $133K | Hold |
435
| – | – | 0.02% | 210 |
|
|
2021
Q1 | $107K | Hold |
435
| – | – | 0.02% | 229 |
|
|
2020
Q4 | $119K | Buy |
+435
| New | +$119K | 0.02% | 206 |
|