Dorsey & Whitney Trust’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.42M | Sell |
4,448
-253
| -5% | -$137K | 0.13% | 144 |
|
|
2025
Q1 | $2.33M | Sell |
4,701
-230
| -5% | -$114K | 0.13% | 143 |
|
|
2024
Q4 | $2.57M | Buy |
4,931
+201
| +4% | +$105K | 0.14% | 136 |
|
|
2024
Q3 | $2.32M | Buy |
4,730
+1,585
| +50% | +$779K | 0.12% | 147 |
|
|
2024
Q2 | $1.4M | Sell |
3,145
-155
| -5% | -$69K | 0.1% | 173 |
|
|
2024
Q1 | $1.32M | Sell |
3,300
-45
| -1% | -$18K | 0.09% | 185 |
|
|
2023
Q4 | $1.13M | Buy |
3,345
+1,007
| +43% | +$340K | 0.09% | 202 |
|
|
2023
Q3 | $683K | Sell |
2,338
-1,215
| -34% | -$355K | 0.06% | 250 |
|
|
2023
Q2 | $1.21M | Buy |
3,553
+1,067
| +43% | +$365K | 0.1% | 185 |
|
|
2023
Q1 | $635K | Buy |
2,486
+196
| +9% | +$50.1K | 0.06% | 264 |
|
|
2022
Q4 | $640K | Sell |
2,290
-52
| -2% | -$14.5K | 0.06% | 252 |
|
|
2022
Q3 | $439K | Buy |
2,342
+191
| +9% | +$35.8K | 0.05% | 310 |
|
|
2022
Q2 | $436K | Sell |
2,151
-70
| -3% | -$14.2K | 0.04% | 311 |
|
|
2022
Q1 | $670K | Buy |
2,221
+10
| +0.5% | +$3.02K | 0.06% | 260 |
|
|
2021
Q4 | $797K | Buy |
2,211
+132
| +6% | +$47.6K | 0.07% | 233 |
|
|
2021
Q3 | $690K | Sell |
2,079
-165
| -7% | -$54.8K | 0.06% | 233 |
|
|
2021
Q2 | $688K | Sell |
2,244
-15
| -0.7% | -$4.6K | 0.07% | 236 |
|
|
2021
Q1 | $556K | Buy |
2,259
+357
| +19% | +$87.9K | 0.06% | 261 |
|
|
2020
Q4 | $520K | Buy |
1,902
+108
| +6% | +$29.5K | 0.06% | 240 |
|
|
2020
Q3 | $424K | Sell |
1,794
-51
| -3% | -$12.1K | 0.06% | 240 |
|
|
2020
Q2 | $350K | Buy |
+1,845
| New | +$350K | 0.05% | 274 |
|
|
2020
Q1 | – | Sell |
-1,020
| Closed | -$202K | – | 432 |
|
|
2019
Q4 | $202K | Buy |
+1,020
| New | +$202K | 0.03% | 412 |
|
|
2018
Q4 | – | Sell |
-1,239
| Closed | -$237K | – | 400 |
|
|
2018
Q3 | $237K | Sell |
1,239
-36
| -3% | -$6.89K | 0.04% | 345 |
|
|
2018
Q2 | $204K | Buy |
+1,275
| New | +$204K | 0.04% | 364 |
|