Ferguson Wellman 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 | $509K | Sell |
937
-106
| -10% | -$57.6K | 0.01% | 241 |
|
|
2025
Q1 | $517K | Buy |
1,043
+179
| +21% | +$88.7K | 0.01% | 237 |
|
|
2024
Q4 | $451K | Buy |
864
+14
| +2% | +$7.31K | 0.01% | 254 |
|
|
2024
Q3 | $418K | Hold |
850
| – | – | 0.01% | 272 |
|
|
2024
Q2 | $378K | Hold |
850
| – | – | 0.01% | 276 |
|
|
2024
Q1 | $339K | Buy |
850
+71
| +9% | +$28.3K | 0.01% | 290 |
|
|
2023
Q4 | $263K | Hold |
779
| – | – | 0.01% | 331 |
|
|
2023
Q3 | $228K | Sell |
779
-230
| -23% | -$67.2K | 0.01% | 327 |
|
|
2023
Q2 | $345K | Buy |
1,009
+32
| +3% | +$10.9K | 0.01% | 285 |
|
|
2023
Q1 | $250K | Hold |
977
| – | – | 0.01% | 323 |
|
|
2022
Q4 | $259K | Buy |
+977
| New | +$259K | 0.01% | 307 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$272K | – | 318 |
|
|
2022
Q1 | $272K | Hold |
900
| – | – | 0.01% | 291 |
|
|
2021
Q4 | $323K | Hold |
900
| – | – | 0.01% | 282 |
|
|
2021
Q3 | $298K | Hold |
900
| – | – | 0.01% | 291 |
|
|
2021
Q2 | $276K | Hold |
900
| – | – | 0.01% | 297 |
|
|
2021
Q1 | $222K | Hold |
900
| – | – | 0.01% | 307 |
|
|
2020
Q4 | $245K | Hold |
900
| – | – | 0.01% | 337 |
|
|
2020
Q3 | $213K | Buy |
+900
| New | +$213K | 0.01% | 329 |
|
|
2020
Q1 | – | Sell |
-1,035
| Closed | -$204K | – | 337 |
|
|
2019
Q4 | $204K | Buy |
+1,035
| New | +$204K | 0.01% | 345 |
|
|
2018
Q4 | – | Sell |
-1,089
| Closed | -$208K | – | 349 |
|
|
2018
Q3 | $208K | Buy |
+1,089
| New | +$208K | 0.01% | 323 |
|