Cohen Klingenstein’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
Q3
$3.78M Hold
2025
Q2
$4.6M Hold
2025
Q1
$4.19M Hold
2024
Q4
$4.42M Hold
2024
Q3
$4.16M Hold
2024
Q2
$3.76M Hold
2024
Q1
$3.38M Hold
2023
Q4
$2.85M Hold
2023
Q3
$2.47M Hold
2023
Q2
$2.89M Hold
2023
Q1
$2.16M Hold
2022
Q4
$2.24M Hold
2022
Q3
$1.59M Hold
2022
Q2
$1.7M Hold
2022
Q1
$2.55M Hold
2021
Q4
$3.04M Hold
2021
Q3
$2.8M Hold
2021
Q2
$2.59M Hold
2021
Q1
$2.08M Hold
2020
Q4
$2.31M Hold
2020
Q3
$2M Hold
2020
Q2
$1.61M Hold
2020
Q1
$1.4M Hold
2019
Q4
$1.67M Hold
2019
Q3
$1.52M Buy