Forte Capital’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
Q2 | $18.8M | Sell |
34,582
-1,064
| -3% | -$556K | 2.02% | 14 |
|
|
2025
Q1 | $17.7M | Sell |
35,646
-657
| -2% | -$363K | 2.09% | 11 |
|
|
2024
Q4 | $18.9M | Sell |
36,303
-1,484
| -4% | -$773K | 2.13% | 12 |
|
|
2024
Q3 | $18.6M | Sell |
37,787
-2,199
| -5% | -$1.02M | 2.1% | 12 |
|
|
2024
Q2 | $17.8M | Sell |
39,986
-1,056
| -3% | -$421K | 2.15% | 14 |
|
|
2024
Q1 | $16.4M | Sell |
41,042
-2,075
| -5% | -$784K | 2.03% | 13 |
|
|
2023
Q4 | $14.5M | Sell |
43,117
-1,307
| -3% | -$390K | 1.99% | 15 |
|
|
2023
Q3 | $13M | Sell |
44,424
-1,568
| -3% | -$490K | 2% | 15 |
|
|
2023
Q2 | $15.7M | Sell |
45,992
-844
| -2% | -$255K | 2.27% | 11 |
|
|
2023
Q1 | $12M | Buy |
46,836
+363
| +0.8% | +$89.4K | 1.83% | 18 |
|
|
2022
Q4 | $12.3M | Buy |
46,473
+297
| +0.6% | +$72.4K | 2.12% | 14 |
|
|
2022
Q3 | $8.65M | Buy |
46,176
+733
| +2% | +$157K | 1.57% | 19 |
|
|
2022
Q2 | $9.12M | Sell |
45,443
-794
| -2% | -$186K | 1.59% | 19 |
|
|
2022
Q1 | $16.6M | Sell |
46,237
-135
| -0.3% | -$39.4K | 2.1% | 14 |
|
|
2021
Q4 | $16.7M | Buy |
46,372
+265
| +0.6% | +$91.2K | 2.1% | 14 |
|
|
2021
Q3 | $15.3M | Buy |
46,107
+225
| +0.5% | +$75.6K | 2.07% | 15 |
|
|
2021
Q2 | $14.1M | Buy |
45,882
+1,899
| +4% | +$533K | 1.92% | 18 |
|
|
2021
Q1 | $10.8M | Buy |
43,983
+1,524
| +4% | +$383K | 1.67% | 21 |
|
|
2020
Q4 | $11.6M | Buy |
42,459
+1,143
| +3% | +$284K | 1.79% | 17 |
|
|
2020
Q3 | $9.77M | Buy |
41,316
+33
| +0.1% | +$7.41K | 1.8% | 17 |
|
|
2020
Q2 | $7.84M | Buy |
41,283
+3,873
| +10% | +$694K | 1.65% | 17 |
|
|
2020
Q1 | $6.17M | Buy |
37,410
+894
| +2% | +$164K | 2.13% | 12 |
|
|
2019
Q4 | $7.2M | Buy |
36,516
+3,474
| +11% | +$650K | 2.04% | 13 |
|
|
2019
Q3 | $5.95M | Buy |
33,042
+2,058
| +7% | +$356K | 1.84% | 16 |
|
|
2019
Q2 | $5.42M | Buy |
+30,984
| New | +$5.31M | 1.73% | 17 |
|
|
2018
Q1 | – | Sell |
-24,102
| Closed | -$2.93M | – | 117 |
|
|
2017
Q4 | $2.93M | Sell |
24,102
-99
| -0.4% | -$12.4K | 0.87% | 33 |
|
|
2017
Q3 | $2.81M | Buy |
24,201
+1,161
| +5% | +$127K | 0.9% | 31 |
|
|
2017
Q2 | $2.4M | Sell |
23,040
-18
| -0.1% | -$1.73K | 0.79% | 35 |
|
|
2017
Q1 | $1.96M | Buy |
23,058
+2,205
| +11% | +$174K | 0.67% | 42 |
|
|
2016
Q4 | $1.47M | Buy |
20,853
+6,282
| +43% | +$462K | 0.55% | 50 |
|
|
2016
Q3 | $1.17M | Buy |
14,571
+1,440
| +11% | +$110K | 0.45% | 57 |
|
|
2016
Q2 | $965K | Sell |
13,131
-270
| -2% | -$19K | 0.37% | 66 |
|
|
2016
Q1 | $895K | Buy |
13,401
+45
| +0.3% | +$2.79K | 0.39% | 57 |
|
|
2015
Q4 | $811K | Sell |
13,356
-135
| -1% | -$7.58K | 0.33% | 63 |
|
|
2015
Q3 | $689K | Hold |
13,491
| – | – | 0.31% | 66 |
|
|
2015
Q2 | $726K | Sell |
13,491
-180
| -1% | -$10.1K | 0.31% | 71 |
|
|
2015
Q1 | $769K | Buy |
13,671
+45
| +0.3% | +$2.55K | 0.33% | 66 |
|
|
2014
Q4 | $801K | Sell |
13,626
-225
| -2% | -$12.5K | 0.35% | 68 |
|
|
2014
Q3 | $711K | Buy |
+13,851
| New | +$688K | 0.33% | 70 |
|
Other funds holding ISRG
BC