Chilton Investment Company’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 | $403K | Buy |
741
+49
| +7% | +$26.6K | 0.01% | 168 |
|
2025
Q1 | $343K | Buy |
+692
| New | +$343K | 0.01% | 164 |
|
2022
Q2 | – | Sell |
-772
| Closed | -$233K | – | 164 |
|
2022
Q1 | $233K | Buy |
+772
| New | +$233K | 0.01% | 138 |
|
2021
Q2 | – | Sell |
-990
| Closed | -$244K | – | 146 |
|
2021
Q1 | $244K | Hold |
990
| – | – | 0.01% | 141 |
|
2020
Q4 | $270K | Hold |
990
| – | – | 0.01% | 130 |
|
2020
Q3 | $234K | Buy |
+990
| New | +$234K | 0.01% | 138 |
|
2019
Q4 | – | Sell |
-5,535
| Closed | -$996K | – | 129 |
|
2019
Q3 | $996K | Hold |
5,535
| – | – | 0.03% | 79 |
|
2019
Q2 | $968K | Hold |
5,535
| – | – | 0.03% | 80 |
|
2019
Q1 | $1.05M | Buy |
5,535
+45
| +0.8% | +$8.56K | 0.04% | 82 |
|
2018
Q4 | $876K | Hold |
5,490
| – | – | 0.03% | 94 |
|
2018
Q3 | $1.05M | Buy |
5,490
+990
| +22% | +$189K | 0.03% | 95 |
|
2018
Q2 | $718K | Hold |
4,500
| – | – | 0.03% | 108 |
|
2018
Q1 | $619K | Hold |
4,500
| – | – | 0.02% | 110 |
|
2017
Q4 | $547K | Hold |
4,500
| – | – | 0.02% | 102 |
|
2017
Q3 | $523K | Sell |
4,500
-18
| -0.4% | -$2.09K | 0.02% | 107 |
|
2017
Q2 | $470K | Buy |
4,518
+18
| +0.4% | +$1.87K | 0.02% | 113 |
|
2017
Q1 | $383K | Hold |
4,500
| – | – | 0.01% | 112 |
|
2016
Q4 | $317K | Buy |
+4,500
| New | +$317K | 0.01% | 111 |
|