Harvest Fund 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
$13.3M Sell
24,502
-4,179
-15% -$2.27M 0.63% 26
2025
Q1
$14.2M Sell
28,681
-2,719
-9% -$1.35M 0.7% 23
2024
Q4
$16.3M Buy
31,400
+8,246
+36% +$4.27M 0.75% 20
2024
Q3
$11.4M Buy
23,154
+5,729
+33% +$2.81M 0.68% 27
2024
Q2
$7.75M Buy
17,425
+1,883
+12% +$838K 0.56% 31
2024
Q1
$6.2M Buy
15,542
+10,949
+238% +$4.37M 0.56% 32
2023
Q4
$1.54M Buy
4,593
+1,512
+49% +$508K 0.24% 59
2023
Q3
$901K Sell
3,081
-1,135
-27% -$332K 0.16% 77
2023
Q2
$1.44M Buy
4,216
+2,716
+181% +$928K 0.29% 49
2023
Q1
$383K Buy
1,500
+114
+8% +$29.1K 0.08% 122
2022
Q4
$367K Buy
1,386
+870
+169% +$230K 0.09% 131
2022
Q3
$97K Sell
516
-211
-29% -$39.7K 0.03% 302
2022
Q2
$146K Hold
727
0.04% 231
2022
Q1
$219K Sell
727
-3,209
-82% -$967K 0.05% 197
2021
Q4
$1.43M Buy
3,936
+609
+18% +$221K 0.24% 43
2021
Q3
$1.1M Buy
3,327
+501
+18% +$166K 0.25% 40
2021
Q2
$873K Buy
2,826
+168
+6% +$51.9K 0.09% 58
2021
Q1
$654K Sell
2,658
-1,035
-28% -$255K 0.06% 69
2020
Q4
$1.01M Hold
3,693
0.09% 48
2020
Q3
$871K Buy
3,693
+1,830
+98% +$432K 0.07% 56
2020
Q2
$357K Buy
1,863
+573
+44% +$110K 0.03% 94
2020
Q1
$213K Buy
1,290
+321
+33% +$53K 0.02% 118
2019
Q4
$149K Buy
969
+564
+139% +$86.7K 0.02% 142
2019
Q3
$73K Sell
405
-1,113
-73% -$201K 0.01% 230
2019
Q2
$265K Sell
1,518
-1,935
-56% -$338K 0.03% 89
2019
Q1
$657K Sell
3,453
-36
-1% -$6.85K 0.11% 43
2018
Q4
$557K Sell
3,489
-1,797
-34% -$287K 0.12% 48
2018
Q3
$1.01M Sell
5,286
-2,271
-30% -$434K 0.17% 36
2018
Q2
$1.21M Buy
7,557
+6,000
+385% +$957K 0.19% 26
2018
Q1
$214K Hold
1,557
0.03% 68
2017
Q4
$189K Buy
1,557
+405
+35% +$49.2K 0.03% 68
2017
Q3
$134K Hold
1,152
0.02% 78
2017
Q2
$120K Buy
+1,152
New +$120K 0.02% 90