Douglass Winthrop Advisors’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 | $1.46M | Hold |
2,681
| – | – | 0.03% | 124 |
|
|
2025
Q1 | $1.33M | Buy |
2,681
+68
| +3% | +$33.7K | 0.03% | 124 |
|
|
2024
Q4 | $1.36M | Buy |
2,613
+24
| +0.9% | +$12.5K | 0.03% | 126 |
|
|
2024
Q3 | $1.27M | Sell |
2,589
-32
| -1% | -$15.7K | 0.02% | 126 |
|
|
2024
Q2 | $1.17M | Sell |
2,621
-11
| -0.4% | -$4.89K | 0.02% | 122 |
|
|
2024
Q1 | $1.05M | Buy |
2,632
+123
| +5% | +$49.1K | 0.02% | 132 |
|
|
2023
Q4 | $846K | Buy |
2,509
+200
| +9% | +$67.5K | 0.02% | 135 |
|
|
2023
Q3 | $675K | Sell |
2,309
-325
| -12% | -$95K | 0.02% | 139 |
|
|
2023
Q2 | $901K | Hold |
2,634
| – | – | 0.02% | 128 |
|
|
2023
Q1 | $673K | Hold |
2,634
| – | – | 0.02% | 143 |
|
|
2022
Q4 | $699K | Hold |
2,634
| – | – | 0.02% | 141 |
|
|
2022
Q3 | $494K | Sell |
2,634
-59
| -2% | -$11.1K | 0.01% | 166 |
|
|
2022
Q2 | $541K | Buy |
2,693
+385
| +17% | +$77.3K | 0.02% | 169 |
|
|
2022
Q1 | $696K | Buy |
2,308
+46
| +2% | +$13.9K | 0.02% | 161 |
|
|
2021
Q4 | $813K | Buy |
2,262
+24
| +1% | +$8.63K | 0.02% | 152 |
|
|
2021
Q3 | $742K | Hold |
2,238
| – | – | 0.02% | 154 |
|
|
2021
Q2 | $686K | Hold |
2,238
| – | – | 0.02% | 171 |
|
|
2021
Q1 | $551K | Hold |
2,238
| – | – | 0.01% | 185 |
|
|
2020
Q4 | $610K | Buy |
2,238
+90
| +4% | +$24.5K | 0.02% | 169 |
|
|
2020
Q3 | $508K | Hold |
2,148
| – | – | 0.02% | 168 |
|
|
2020
Q2 | $408K | Buy |
2,148
+798
| +59% | +$152K | 0.02% | 182 |
|
|
2020
Q1 | $223K | Sell |
1,350
-75
| -5% | -$12.4K | 0.01% | 213 |
|
|
2019
Q4 | $281K | Hold |
1,425
| – | – | 0.01% | 232 |
|
|
2019
Q3 | $256K | Hold |
1,425
| – | – | 0.01% | 232 |
|
|
2019
Q2 | $249K | Hold |
1,425
| – | – | 0.01% | 235 |
|
|
2019
Q1 | $271K | Hold |
1,425
| – | – | 0.01% | 213 |
|
|
2018
Q4 | $227K | Hold |
1,425
| – | – | 0.01% | 228 |
|
|
2018
Q3 | $273K | Buy |
+1,425
| New | +$273K | 0.01% | 222 |
|
|
2018
Q1 | – | Sell |
-4,500
| Closed | -$547K | – | 272 |
|
|
2017
Q4 | $547K | Hold |
4,500
| – | – | 0.03% | 162 |
|
|
2017
Q3 | $523K | Hold |
4,500
| – | – | 0.03% | 166 |
|
|
2017
Q2 | $468K | Hold |
4,500
| – | – | 0.03% | 169 |
|
|
2017
Q1 | $383K | Sell |
4,500
-675
| -13% | -$57.5K | 0.02% | 182 |
|
|
2016
Q4 | $365K | Buy |
5,175
+225
| +5% | +$15.9K | 0.02% | 182 |
|
|
2016
Q3 | $399K | Hold |
4,950
| – | – | 0.03% | 175 |
|
|
2016
Q2 | $364K | Buy |
4,950
+900
| +22% | +$66.2K | 0.03% | 175 |
|
|
2016
Q1 | $270K | Hold |
4,050
| – | – | 0.02% | 196 |
|
|
2015
Q4 | $246K | Hold |
4,050
| – | – | 0.02% | 205 |
|
|
2015
Q3 | $207K | Hold |
4,050
| – | – | 0.02% | 224 |
|
|
2015
Q2 | $227K | Hold |
4,050
| – | – | 0.02% | 236 |
|
|
2015
Q1 | $227K | Sell |
4,050
-126
| -3% | -$7.06K | 0.02% | 236 |
|
|
2014
Q4 | $245K | Buy |
4,176
+126
| +3% | +$7.39K | 0.02% | 187 |
|
|
2014
Q3 | $208K | Buy |
+4,050
| New | +$208K | 0.02% | 187 |
|