EWM
Evercore Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $576K | Buy |
1,060
+3
| +0.3% | +$1.63K | 0.01% | 268 |
|
|
2025
Q1 | $524K | Buy |
1,057
+8
| +0.8% | +$3.96K | 0.01% | 264 |
|
|
2024
Q4 | $548K | Hold |
1,049
| – | – | 0.01% | 263 |
|
|
2024
Q3 | $515K | Sell |
1,049
-91
| -8% | -$44.7K | 0.01% | 274 |
|
|
2024
Q2 | $507K | Hold |
1,140
| – | – | 0.01% | 274 |
|
|
2024
Q1 | $455K | Buy |
1,140
+54
| +5% | +$21.6K | 0.01% | 293 |
|
|
2023
Q4 | $366K | Buy |
1,086
+225
| +26% | +$75.9K | 0.01% | 309 |
|
|
2023
Q3 | $252K | Hold |
861
| – | – | ﹤0.01% | 352 |
|
|
2023
Q2 | $294K | Hold |
861
| – | – | 0.01% | 334 |
|
|
2023
Q1 | $220K | Hold |
861
| – | – | ﹤0.01% | 373 |
|
|
2022
Q4 | $228K | Buy |
+861
| New | +$228K | ﹤0.01% | 365 |
|
|
2022
Q2 | – | Sell |
-933
| Closed | -$282K | – | 412 |
|
|
2022
Q1 | $282K | Hold |
933
| – | – | 0.01% | 360 |
|
|
2021
Q4 | $336K | Buy |
933
+622
| +200% | +$224K | 0.01% | 337 |
|
|
2021
Q3 | $309K | Hold |
311
| – | – | 0.01% | 358 |
|
|
2021
Q2 | $286K | Hold |
311
| – | – | 0.01% | 372 |
|
|
2021
Q1 | $230K | Buy |
311
+4
| +1% | +$2.96K | ﹤0.01% | 406 |
|
|
2020
Q4 | $252K | Sell |
307
-6
| -2% | -$4.93K | 0.01% | 386 |
|
|
2020
Q3 | $222K | Buy |
+313
| New | +$222K | 0.01% | 349 |
|
|
2020
Q1 | – | Sell |
-445
| Closed | -$263K | – | 381 |
|
|
2019
Q4 | $263K | Hold |
445
| – | – | 0.01% | 354 |
|
|
2019
Q3 | $240K | Sell |
445
-67
| -13% | -$36.1K | 0.01% | 363 |
|
|
2019
Q2 | $269K | Buy |
512
+115
| +29% | +$60.4K | 0.01% | 355 |
|
|
2019
Q1 | $227K | Buy |
+397
| New | +$227K | 0.01% | 373 |
|
|
2018
Q4 | – | Sell |
-352
| Closed | -$202K | – | 395 |
|
|
2018
Q3 | $202K | Buy |
+352
| New | +$202K | 0.01% | 406 |
|
|
2018
Q1 | – | Sell |
-57
| Closed | -$21K | – | 564 |
|
|
2017
Q4 | $21K | Buy |
57
+38
| +200% | +$14K | ﹤0.01% | 720 |
|
|
2017
Q3 | $20K | Buy |
+19
| New | +$20K | ﹤0.01% | 713 |
|
|
2017
Q1 | – | Sell |
-2
| Closed | -$1K | – | 1009 |
|
|
2016
Q4 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 975 |
|
|
2015
Q2 | – | Sell |
-8
| Closed | -$4K | – | 1077 |
|
|
2015
Q1 | $4K | Buy |
+8
| New | +$4K | ﹤0.01% | 938 |
|
|
2014
Q3 | – | Sell |
-5
| Closed | -$2K | – | 965 |
|
|
2014
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 976 |
|
|
2013
Q4 | – | Sell |
-100
| Closed | -$38K | – | 919 |
|
|
2013
Q3 | $38K | Sell |
100
-50
| -33% | -$19K | ﹤0.01% | 598 |
|
|
2013
Q2 | $76K | Buy |
+150
| New | +$76K | ﹤0.01% | 518 |
|