Clifford Swan Investment Counsel’s Intuitive Surgical ISRG Stock Holding History

Clifford Swan Investment Counsel’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$619K	Sell	1,139 -73	-6%	-$39.7K	0.02%	204
2025 Q1	$600K	Buy	1,212 +25	+2%	+$12.4K	0.02%	203
2024 Q4	$620K	Buy	1,187 +137	+13%	+$71.5K	0.02%	202
2024 Q3	$516K	Hold	1,050	–	–	0.02%	219
2024 Q2	$467K	Hold	1,050	–	–	0.02%	218
2024 Q1	$419K	Hold	1,050	–	–	0.02%	231
2023 Q4	$354K	Sell	1,050 -170	-14%	-$57.4K	0.01%	244
2023 Q3	$357K	Hold	1,220	–	–	0.02%	242
2023 Q2	$417K	Hold	1,220	–	–	0.02%	230
2023 Q1	$312K	Hold	1,220	–	–	0.01%	251
2022 Q4	$324K	Sell	1,220 -1,510	-55%	-$401K	0.01%	248
2022 Q3	$512K	Sell	2,730 -225	-8%	-$42.2K	0.02%	209
2022 Q2	$593K	Buy	2,955 +87	+3%	+$17.5K	0.03%	207
2022 Q1	$865K	Sell	2,868 -300	-9%	-$90.5K	0.03%	195
2021 Q4	$1.14M	Sell	3,168 -6,336	-67%	-$2.28M	0.04%	178
2021 Q3	$1.13M	Buy	9,504 +6,261	+193%	+$741K	0.04%	179
2021 Q2	$1.07M	Hold	3,243	–	–	0.04%	179
2021 Q1	$799K	Buy	3,243 +60	+2%	+$14.8K	0.03%	192
2020 Q4	$868K	Buy	3,183 +75	+2%	+$20.5K	0.04%	186
2020 Q3	$735K	Buy	3,108 +225	+8%	+$53.2K	0.04%	191
2020 Q2	$548K	Hold	2,883	–	–	0.03%	208
2020 Q1	$476K	Sell	2,883 -3	-0.1%	-$495	0.03%	199
2019 Q4	$569K	Buy	2,886 +3	+0.1%	+$591	0.03%	201
2019 Q3	$519K	Hold	2,883	–	–	0.03%	202
2019 Q2	$504K	Buy	2,883 +30	+1%	+$5.25K	0.03%	207
2019 Q1	$543K	Hold	2,853	–	–	0.03%	201
2018 Q4	$455K	Hold	2,853	–	–	0.03%	209
2018 Q3	$546K	Hold	2,853	–	–	0.03%	201
2018 Q2	$455K	Sell	2,853 -147	-5%	-$23.4K	0.03%	216
2018 Q1	$413K	Sell	3,000 -105	-3%	-$14.5K	0.02%	222
2017 Q4	$378K	Hold	3,105	–	–	0.02%	233
2017 Q3	$361K	Hold	3,105	–	–	0.02%	240
2017 Q2	$323K	Hold	3,105	–	–	0.02%	251
2017 Q1	$264K	Hold	3,105	–	–	0.02%	254
2016 Q4	$219K	Hold	3,105	–	–	0.01%	260
2016 Q3	$250K	Hold	3,105	–	–	0.02%	248
2016 Q2	$228K	Hold	3,105	–	–	0.02%	241
2016 Q1	$207K	Buy	+3,105	New	+$207K	0.01%	253