Claret Asset 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
Q2 | $3.24M | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $2.99M | Sell |
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|
2024
Q3 | $2.92M | Sell |
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|
2024
Q2 | $2.68M | Sell |
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|
2024
Q1 | $2.49M | Sell |
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|
2023
Q4 | $2.13M | Buy |
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|
2023
Q3 | $1.74M | Sell |
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|
2023
Q2 | $2.04M | Sell |
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|
2023
Q1 | $1.57M | Sell |
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|
2022
Q4 | $1.65M | Sell |
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|
2022
Q3 | $1.17M | Sell |
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|
2022
Q2 | $1.26M | Buy |
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|
2022
Q1 | $675K | Buy |
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|
2021
Q4 | $478K | Hold |
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|
2021
Q3 | $440K | Sell |
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|
2021
Q2 | $409K | Hold |
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|
2021
Q1 | $329K | Hold |
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|
2020
Q4 | $364K | Sell |
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|
2020
Q3 | $322K | Sell |
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|
2020
Q2 | $260K | Sell |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $364K | Buy |
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|
2019
Q3 | $329K | Sell |
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|
2019
Q2 | $442K | Sell |
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|
2019
Q1 | $484K | Buy |
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|
2018
Q4 | $353K | Hold |
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|
2018
Q3 | $424K | Buy |
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