Douglass Winthrop 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 | $1.46M | Hold |
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|
2025
Q1 | $1.33M | Buy |
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|
2024
Q4 | $1.36M | Buy |
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|
2024
Q3 | $1.27M | Sell |
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|
2024
Q2 | $1.17M | Sell |
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|
2024
Q1 | $1.05M | Buy |
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|
2023
Q4 | $846K | Buy |
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|
2023
Q3 | $675K | Sell |
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|
2023
Q2 | $901K | Hold |
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|
2023
Q1 | $673K | Hold |
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|
2022
Q4 | $699K | Hold |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $541K | Buy |
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|
2022
Q1 | $696K | Buy |
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|
2021
Q4 | $813K | Buy |
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|
2021
Q3 | $742K | Hold |
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|
2021
Q2 | $686K | Hold |
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|
2021
Q1 | $551K | Hold |
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|
2020
Q4 | $610K | Buy |
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|
2020
Q3 | $508K | Hold |
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|
2020
Q2 | $408K | Buy |
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|
2020
Q1 | $223K | Sell |
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|
2019
Q4 | $281K | Hold |
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|
2019
Q3 | $256K | Hold |
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|
2019
Q2 | $249K | Hold |
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|
2019
Q1 | $271K | Hold |
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|
2018
Q4 | $227K | Hold |
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|
2018
Q3 | $273K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $547K | Hold |
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|
2017
Q3 | $523K | Hold |
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|
2017
Q2 | $468K | Hold |
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|
2017
Q1 | $383K | Sell |
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|
2016
Q4 | $365K | Buy |
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|
2016
Q3 | $399K | Hold |
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|
2016
Q2 | $364K | Buy |
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|
2016
Q1 | $270K | Hold |
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|
2015
Q4 | $246K | Hold |
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|
2015
Q3 | $207K | Hold |
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|
2015
Q2 | $227K | Hold |
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|
2015
Q1 | $227K | Sell |
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|
2014
Q4 | $245K | Buy |
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|
2014
Q3 | $208K | Buy |
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