FineMark National Bank & Trust’s Intuitive Surgical ISRG Stock Holding History

FineMark National Bank & Trust’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$13.1M	Buy	24,194 +539	+2%	+$293K	0.45%	65
2025 Q1	$11.7M	Buy	23,655 +2,277	+11%	+$1.13M	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%	-$1.89M	0.36%	78
2024 Q2	$11.1M	Buy	24,909 +735	+3%	+$327K	0.41%	74
2024 Q1	$9.65M	Buy	24,174 +652	+3%	+$260K	0.36%	79
2023 Q4	$7.94M	Buy	23,522 +760	+3%	+$256K	0.32%	80
2023 Q3	$6.65M	Buy	22,762 +18,057	+384%	+$5.28M	0.29%	86
2023 Q2	$1.61M	Buy	4,705 +19	+0.4%	+$6.5K	0.07%	158
2023 Q1	$1.2M	Sell	4,686 -91	-2%	-$23.2K	0.05%	178
2022 Q4	$1.27M	Buy	4,777 +25	+0.5%	+$6.63K	0.06%	169
2022 Q3	$890K	Hold	4,752	–	–	0.04%	199
2022 Q2	$954K	Sell	4,752 -255	-5%	-$51.2K	0.04%	202
2022 Q1	$1.51M	Buy	5,007 +60	+1%	+$18.1K	0.06%	178
2021 Q4	$1.78M	Buy	4,947 +81	+2%	+$29.1K	0.07%	167
2021 Q3	$1.61M	Buy	4,866 +21	+0.4%	+$6.96K	0.07%	164
2021 Q2	$1.49M	Buy	4,845 +111	+2%	+$34K	0.06%	174
2021 Q1	$1.17M	Sell	4,734 -2,715	-36%	-$669K	0.05%	192
2020 Q4	$2.03M	Sell	7,449 -2,088	-22%	-$569K	0.09%	136
2020 Q3	$2.26M	Sell	9,537 -1,917	-17%	-$453K	0.11%	122
2020 Q2	$2.18M	Sell	11,454 -20,271	-64%	-$3.85M	0.12%	115
2020 Q1	$5.24M	Buy	31,725 +1,314	+4%	+$217K	0.33%	71
2019 Q4	$5.99M	Buy	30,411 +6,312	+26%	+$1.24M	0.3%	77
2019 Q3	$4.34M	Buy	24,099 +1,407	+6%	+$253K	0.23%	89
2019 Q2	$3.97M	Buy	22,692 +1,773	+8%	+$310K	0.22%	93
2019 Q1	$3.98M	Buy	20,919 +5,448	+35%	+$1.04M	0.23%	87
2018 Q4	$2.47M	Buy	+15,471	New	+$2.47M	0.17%	101
2016 Q1	–	Sell	-180	Closed	-$11K	–	1329
2015 Q4	$11K	Buy	180 +135	+300%	+$8.25K	﹤0.01%	919
2015 Q3	$2K	Buy	+45	New	+$2K	﹤0.01%	1262
2014 Q1	–	Sell	-63	Closed	-$3K	–	1452
2013 Q4	$3K	Sell	63 -63	-50%	-$3K	﹤0.01%	1239
2013 Q3	$5K	Sell	126 -747	-86%	-$29.6K	﹤0.01%	1097
2013 Q2	$50K	Buy	+873	New	+$50K	0.02%	571