Charter Oak Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $201K | Buy |
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|
2025
Q2 | $243K | Sell |
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|
2025
Q1 | $226K | Buy |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $214K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $88K | Hold |
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|
2022
Q1 | $132K | Buy |
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|
2021
Q4 | $156K | Hold |
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|
2021
Q3 | $144K | Hold |
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|
2021
Q2 | $133K | Hold |
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|
2021
Q1 | $107K | Hold |
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|
2020
Q4 | $119K | Buy |
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