Ferguson Wellman Capital 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
Q3 | $419K | Hold |
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|
2025
Q2 | $509K | Sell |
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|
2025
Q1 | $517K | Buy |
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|
2024
Q4 | $451K | Buy |
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|
2024
Q3 | $418K | Hold |
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|
2024
Q2 | $378K | Hold |
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|
2024
Q1 | $339K | Buy |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $228K | Sell |
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|
2023
Q2 | $345K | Buy |
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|
2023
Q1 | $250K | Hold |
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|
2022
Q4 | $259K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $272K | Hold |
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|
2021
Q4 | $323K | Hold |
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|
2021
Q3 | $298K | Hold |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $245K | Hold |
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|
2020
Q3 | $213K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $204K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $208K | Buy |
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