Cobblestone Capital Advisors’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 | $742K | Sell |
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|
2025
Q1 | $681K | Sell |
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|
2024
Q4 | $730K | Buy |
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|
2024
Q3 | $658K | Buy |
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|
2024
Q2 | $545K | Buy |
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|
2024
Q1 | $429K | Hold |
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|
2023
Q4 | $363K | Buy |
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|
2023
Q3 | $256K | Hold |
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|
2023
Q2 | $300K | Hold |
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|
2023
Q1 | $224K | Hold |
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|
2022
Q4 | $232K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $264K | Hold |
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|
2021
Q4 | $315K | Hold |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $341K | Hold |
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|
2021
Q1 | $274K | Hold |
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|
2020
Q4 | $304K | Buy |
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|
2020
Q3 | $231K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $276K | Hold |
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|
2018
Q4 | $231K | Sell |
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|
2018
Q3 | $286K | Buy |
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|
2018
Q2 | $231K | Buy |
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