FineMark National Bank & Trust’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
Q4 | $13.5M | Sell |
23,912
-223
| -0.9% | -$119K | 0.42% | 62 |
|
|
2025
Q3 | $10.8M | Sell |
24,135
-59
| -0.2% | -$28.3K | 0.35% | 77 |
|
|
2025
Q2 | $13.1M | Buy |
24,194
+539
| +2% | +$282K | 0.45% | 65 |
|
|
2025
Q1 | $11.7M | Buy |
23,655
+2,277
| +11% | +$1.26M | 0.43% | 69 |
|
|
2024
Q4 | $11.2M | Buy |
21,378
+316
| +2% | +$165K | 0.39% | 76 |
|
|
2024
Q3 | $10.3M | Sell |
21,062
-3,847
| -15% | -$1.79M | 0.36% | 78 |
|
|
2024
Q2 | $11.1M | Buy |
24,909
+735
| +3% | +$293K | 0.41% | 74 |
|
|
2024
Q1 | $9.65M | Buy |
24,174
+652
| +3% | +$246K | 0.36% | 79 |
|
|
2023
Q4 | $7.94M | Buy |
23,522
+760
| +3% | +$227K | 0.32% | 80 |
|
|
2023
Q3 | $6.65M | Buy |
22,762
+18,057
| +384% | +$5.64M | 0.29% | 86 |
|
|
2023
Q2 | $1.61M | Buy |
4,705
+19
| +0.4% | +$5.75K | 0.07% | 158 |
|
|
2023
Q1 | $1.2M | Sell |
4,686
-91
| -2% | -$22.4K | 0.05% | 178 |
|
|
2022
Q4 | $1.27M | Buy |
4,777
+25
| +0.5% | +$6.1K | 0.06% | 169 |
|
|
2022
Q3 | $890K | Hold |
4,752
| – | – | 0.04% | 200 |
|
|
2022
Q2 | $954K | Sell |
4,752
-255
| -5% | -$59.8K | 0.04% | 203 |
|
|
2022
Q1 | $1.51M | Buy |
5,007
+60
| +1% | +$17.5K | 0.06% | 179 |
|
|
2021
Q4 | $1.78M | Buy |
4,947
+81
| +2% | +$27.9K | 0.07% | 168 |
|
|
2021
Q3 | $1.61M | Buy |
4,866
+21
| +0.4% | +$7.05K | 0.07% | 164 |
|
|
2021
Q2 | $1.49M | Buy |
4,845
+111
| +2% | +$31.1K | 0.06% | 174 |
|
|
2021
Q1 | $1.17M | Sell |
4,734
-2,715
| -36% | -$683K | 0.05% | 192 |
|
|
2020
Q4 | $2.03M | Sell |
7,449
-2,088
| -22% | -$518K | 0.09% | 137 |
|
|
2020
Q3 | $2.26M | Sell |
9,537
-1,917
| -17% | -$430K | 0.11% | 122 |
|
|
2020
Q2 | $2.18M | Sell |
11,454
-20,271
| -64% | -$3.63M | 0.12% | 115 |
|
|
2020
Q1 | $5.24M | Buy |
31,725
+1,314
| +4% | +$241K | 0.33% | 71 |
|
|
2019
Q4 | $5.99M | Buy |
30,411
+6,312
| +26% | +$1.18M | 0.3% | 77 |
|
|
2019
Q3 | $4.34M | Buy |
24,099
+1,407
| +6% | +$243K | 0.23% | 89 |
|
|
2019
Q2 | $3.97M | Buy |
22,692
+1,773
| +8% | +$304K | 0.22% | 93 |
|
|
2019
Q1 | $3.98M | Buy |
20,919
+5,448
| +35% | +$968K | 0.23% | 87 |
|
|
2018
Q4 | $2.47M | Buy |
+15,471
| New | +$2.62M | 0.17% | 101 |
|
|
2016
Q1 | – | Sell |
-180
| Closed | -$11K | – | 1329 |
|
|
2015
Q4 | $11K | Buy |
180
+135
| +300% | +$7.58K | ﹤0.01% | 919 |
|
|
2015
Q3 | $2K | Buy |
+45
| New | +$2.55K | ﹤0.01% | 1262 |
|
|
2014
Q1 | – | Sell |
-63
| Closed | -$3K | – | 1452 |
|
|
2013
Q4 | $3K | Sell |
63
-63
| -50% | -$2.65K | ﹤0.01% | 1239 |
|
|
2013
Q3 | $5K | Sell |
126
-747
| -86% | -$33K | ﹤0.01% | 1097 |
|
|
2013
Q2 | $50K | Buy |
+873
| New | +$48.1K | 0.02% | 571 |
|
Other funds holding ISRG
