Clifford Swan Investment Counsel’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 | $619K | Sell |
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|
2025
Q1 | $600K | Buy |
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|
2024
Q4 | $620K | Buy |
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|
2024
Q3 | $516K | Hold |
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|
2024
Q2 | $467K | Hold |
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|
2024
Q1 | $419K | Hold |
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|
2023
Q4 | $354K | Sell |
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|
2023
Q3 | $357K | Hold |
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|
2023
Q2 | $417K | Hold |
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|
2023
Q1 | $312K | Hold |
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|
2022
Q4 | $324K | Sell |
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|
2022
Q3 | $512K | Sell |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $865K | Sell |
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|
2021
Q4 | $1.14M | Sell |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $799K | Buy |
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|
2020
Q4 | $868K | Buy |
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|
2020
Q3 | $735K | Buy |
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|
2020
Q2 | $548K | Hold |
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|
2020
Q1 | $476K | Sell |
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|
2019
Q4 | $569K | Buy |
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|
2019
Q3 | $519K | Hold |
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|
2019
Q2 | $504K | Buy |
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|
2019
Q1 | $543K | Hold |
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|
2018
Q4 | $455K | Hold |
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|
2018
Q3 | $546K | Hold |
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|
2018
Q2 | $455K | Sell |
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|
2018
Q1 | $413K | Sell |
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|
2017
Q4 | $378K | Hold |
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|
2017
Q3 | $361K | Hold |
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|
2017
Q2 | $323K | Hold |
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|
2017
Q1 | $264K | Hold |
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|
2016
Q4 | $219K | Hold |
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|
2016
Q3 | $250K | Hold |
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|
2016
Q2 | $228K | Hold |
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|
2016
Q1 | $207K | Buy |
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