Family Capital Trust’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 | $2.38M | Hold |
4,377
| – | – | 0.82% | 27 |
|
|
2025
Q1 | $2.17M | Hold |
4,377
| – | – | 0.78% | 28 |
|
|
2024
Q4 | $2.28M | Sell |
4,377
-4,378
| -50% | -$2.29M | 0.77% | 26 |
|
|
2024
Q3 | $4.3M | Hold |
8,755
| – | – | 1.38% | 22 |
|
|
2024
Q2 | $3.89M | Sell |
8,755
-625
| -7% | -$278K | 1.27% | 23 |
|
|
2024
Q1 | $3.74M | Hold |
9,380
| – | – | 1.28% | 22 |
|
|
2023
Q4 | $3.16M | Hold |
9,380
| – | – | 1% | 25 |
|
|
2023
Q3 | $2.74M | Hold |
9,380
| – | – | 0.97% | 25 |
|
|
2023
Q2 | $3.21M | Hold |
9,380
| – | – | 1.12% | 24 |
|
|
2023
Q1 | $2.4M | Sell |
9,380
-2,500
| -21% | -$639K | 0.93% | 25 |
|
|
2022
Q4 | $3.15M | Hold |
11,880
| – | – | 1.28% | 24 |
|
|
2022
Q3 | $2.23M | Hold |
11,880
| – | – | 1.02% | 25 |
|
|
2022
Q2 | $2.38M | Hold |
11,880
| – | – | 0.95% | 25 |
|
|
2022
Q1 | $3.58M | Hold |
11,880
| – | – | 1.16% | 25 |
|
|
2021
Q4 | $4.27M | Hold |
11,880
| – | – | 1.19% | 25 |
|
|
2021
Q3 | $3.94M | Hold |
11,880
| – | – | 1.12% | 25 |
|
|
2021
Q2 | $3.64M | Hold |
11,880
| – | – | 1.03% | 25 |
|
|
2021
Q1 | $2.93M | Hold |
11,880
| – | – | 0.92% | 26 |
|
|
2020
Q4 | $3.24M | Hold |
11,880
| – | – | 1% | 24 |
|
|
2020
Q3 | $2.81M | Hold |
11,880
| – | – | 0.92% | 24 |
|
|
2020
Q2 | $2.26M | Hold |
11,880
| – | – | 0.81% | 26 |
|
|
2020
Q1 | $2.11M | Hold |
11,880
| – | – | 0.83% | 27 |
|
|
2019
Q4 | $2.34M | Hold |
11,880
| – | – | 0.88% | 27 |
|
|
2019
Q3 | $2.14M | Hold |
11,880
| – | – | 0.88% | 26 |
|
|
2019
Q2 | $2.08M | Hold |
11,880
| – | – | 0.83% | 26 |
|
|
2019
Q1 | $2.26M | Hold |
11,880
| – | – | 0.95% | 26 |
|
|
2018
Q4 | $1.9M | Hold |
11,880
| – | – | 0.91% | 25 |
|
|
2018
Q3 | $2.27M | Hold |
11,880
| – | – | 0.95% | 25 |
|
|
2018
Q2 | $1.9M | Hold |
11,880
| – | – | 0.84% | 25 |
|
|
2018
Q1 | $1.64M | Hold |
11,880
| – | – | 0.75% | 26 |
|
|
2017
Q4 | $1.45M | Hold |
11,880
| – | – | 0.68% | 28 |
|
|
2017
Q3 | $1.38M | Hold |
11,880
| – | – | 0.7% | 28 |
|
|
2017
Q2 | $1.24M | Hold |
11,880
| – | – | 0.64% | 29 |
|
|
2017
Q1 | $1.1M | Hold |
11,880
| – | – | 0.59% | 30 |
|
|
2016
Q4 | $837K | Hold |
11,880
| – | – | 0.48% | 32 |
|
|
2016
Q3 | $957K | Hold |
11,880
| – | – | 0.54% | 30 |
|
|
2016
Q2 | $873K | Hold |
11,880
| – | – | 0.52% | 30 |
|
|
2016
Q1 | $793K | Hold |
11,880
| – | – | 0.46% | 32 |
|
|
2015
Q4 | $721K | Hold |
11,880
| – | – | 0.39% | 31 |
|
|
2015
Q3 | $607K | Hold |
11,880
| – | – | 0.35% | 31 |
|
|
2015
Q2 | $640K | Hold |
11,880
| – | – | 0.36% | 30 |
|
|
2015
Q1 | $667K | Hold |
11,880
| – | – | 0.37% | 32 |
|
|
2014
Q4 | $698K | Hold |
11,880
| – | – | 0.36% | 36 |
|
|
2014
Q3 | $610K | Hold |
11,880
| – | – | 0.34% | 36 |
|
|
2014
Q2 | $544K | Hold |
11,880
| – | – | 0.28% | 41 |
|
|
2014
Q1 | $578K | Hold |
11,880
| – | – | 0.31% | 39 |
|
|
2013
Q4 | $507K | Hold |
11,880
| – | – | 0.28% | 41 |
|
|
2013
Q3 | $497K | Hold |
11,880
| – | – | 0.3% | 48 |
|
|
2013
Q2 | $668K | Buy |
+11,880
| New | +$668K | 0.43% | 42 |
|