DLCIG
D.L. Carlson Investment Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.6M | Sell |
13,979
-959
| -6% | -$521K | 1.38% | 15 |
|
|
2025
Q1 | $7.4M | Sell |
14,938
-483
| -3% | -$239K | 1.42% | 14 |
|
|
2024
Q4 | $8.05M | Sell |
15,421
-544
| -3% | -$284K | 1.43% | 15 |
|
|
2024
Q3 | $7.84M | Sell |
15,965
-89
| -0.6% | -$43.7K | 1.42% | 13 |
|
|
2024
Q2 | $7.14M | Sell |
16,054
-179
| -1% | -$79.6K | 1.38% | 14 |
|
|
2024
Q1 | $6.48M | Sell |
16,233
-201
| -1% | -$80.2K | 1.27% | 17 |
|
|
2023
Q4 | $6.25M | Sell |
16,434
-10,540
| -39% | -$4.01M | 1.27% | 17 |
|
|
2023
Q3 | $7.88M | Sell |
26,974
-228
| -0.8% | -$66.6K | 1.59% | 13 |
|
|
2023
Q2 | $9.3M | Buy |
27,202
+644
| +2% | +$220K | 1.78% | 10 |
|
|
2023
Q1 | $6.79M | Sell |
26,558
-1,228
| -4% | -$314K | 1.54% | 19 |
|
|
2022
Q4 | $7.37M | Sell |
27,786
-1,256
| -4% | -$333K | 1.58% | 17 |
|
|
2022
Q3 | $5.44M | Buy |
+29,042
| New | +$5.44M | 1.18% | 27 |
|