Evercore Wealth Management’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 | $576K | Buy |
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|
2025
Q1 | $524K | Buy |
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|
2024
Q4 | $548K | Hold |
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|
2024
Q3 | $515K | Sell |
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|
2024
Q2 | $507K | Hold |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $366K | Buy |
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|
2023
Q3 | $252K | Hold |
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|
2023
Q2 | $294K | Hold |
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|
2023
Q1 | $220K | Hold |
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|
2022
Q4 | $228K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $282K | Hold |
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|
2021
Q4 | $336K | Hold |
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|
2021
Q3 | $309K | Hold |
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|
2021
Q2 | $286K | Hold |
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|
2021
Q1 | $230K | Buy |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $222K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $263K | Hold |
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|
2019
Q3 | $240K | Sell |
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|
2019
Q2 | $269K | Buy |
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|
2019
Q1 | $227K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $202K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $21K | Hold |
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|
2017
Q3 | $20K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $1K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $4K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2K | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $38K | Sell |
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|
2013
Q2 | $76K | Buy |
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