Evergreen Capital Management’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 | $2.74M | Buy |
5,038
+750
| +17% | +$408K | 0.08% | 227 |
|
|
2025
Q1 | $2.12M | Buy |
4,288
+20
| +0.5% | +$9.91K | 0.07% | 244 |
|
|
2024
Q4 | $2.23M | Buy |
4,268
+112
| +3% | +$58.5K | 0.07% | 242 |
|
|
2024
Q3 | $2.04M | Buy |
4,156
+149
| +4% | +$73.2K | 0.07% | 246 |
|
|
2024
Q2 | $1.78M | Buy |
4,007
+64
| +2% | +$28.5K | 0.06% | 243 |
|
|
2024
Q1 | $1.57M | Buy |
3,943
+999
| +34% | +$399K | 0.06% | 252 |
|
|
2023
Q4 | $993K | Buy |
2,944
+35
| +1% | +$11.8K | 0.04% | 295 |
|
|
2023
Q3 | $850K | Sell |
2,909
-108
| -4% | -$31.6K | 0.04% | 305 |
|
|
2023
Q2 | $1.03M | Buy |
3,017
+116
| +4% | +$39.7K | 0.04% | 285 |
|
|
2023
Q1 | $741K | Sell |
2,901
-93
| -3% | -$23.8K | 0.03% | 307 |
|
|
2022
Q4 | $794K | Buy |
2,994
+798
| +36% | +$212K | 0.04% | 302 |
|
|
2022
Q3 | $411K | Buy |
2,196
+2
| +0.1% | +$374 | 0.02% | 379 |
|
|
2022
Q2 | $440K | Sell |
2,194
-85
| -4% | -$17K | 0.02% | 360 |
|
|
2022
Q1 | $688K | Buy |
2,279
+48
| +2% | +$14.5K | 0.03% | 328 |
|
|
2021
Q4 | $802K | Buy |
2,231
+77
| +4% | +$27.7K | 0.03% | 313 |
|
|
2021
Q3 | $714K | Buy |
2,154
+78
| +4% | +$25.9K | 0.03% | 317 |
|
|
2021
Q2 | $636K | Buy |
2,076
+273
| +15% | +$83.6K | 0.03% | 308 |
|
|
2021
Q1 | $444K | Sell |
1,803
-12
| -0.7% | -$2.96K | 0.02% | 333 |
|
|
2020
Q4 | $495K | Buy |
1,815
+54
| +3% | +$14.7K | 0.03% | 288 |
|
|
2020
Q3 | $416K | Buy |
1,761
+63
| +4% | +$14.9K | 0.03% | 280 |
|
|
2020
Q2 | $323K | Buy |
+1,698
| New | +$323K | 0.02% | 296 |
|
|
2019
Q2 | – | Sell |
-1,110
| Closed | -$211K | – | 453 |
|
|
2019
Q1 | $211K | Buy |
+1,110
| New | +$211K | 0.02% | 350 |
|