Hemenway Trust Hemenway Trust’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 | $361K | Buy |
664
+80
| +14% | +$43.5K | 0.03% | 95 |
|
|
2025
Q1 | $289K | Hold |
584
| – | – | 0.02% | 99 |
|
|
2024
Q4 | $305K | Sell |
584
-55
| -9% | -$28.7K | 0.02% | 99 |
|
|
2024
Q3 | $314K | Hold |
639
| – | – | 0.02% | 106 |
|
|
2024
Q2 | $284K | Sell |
639
-5
| -0.8% | -$2.22K | 0.02% | 111 |
|
|
2024
Q1 | $257K | Hold |
644
| – | – | 0.02% | 120 |
|
|
2023
Q4 | $217K | Buy |
+644
| New | +$217K | 0.02% | 127 |
|
|
2023
Q3 | – | Sell |
-654
| Closed | -$224K | – | 134 |
|
|
2023
Q2 | $224K | Buy |
+654
| New | +$224K | 0.02% | 128 |
|
|
2022
Q2 | – | Sell |
-678
| Closed | -$205K | – | 125 |
|
|
2022
Q1 | $205K | Hold |
678
| – | – | 0.02% | 130 |
|
|
2021
Q4 | $244K | Buy |
678
+24
| +4% | +$8.64K | 0.02% | 128 |
|
|
2021
Q3 | $217K | Sell |
654
-6
| -0.9% | -$1.99K | 0.02% | 136 |
|
|
2021
Q2 | $202K | Buy |
+660
| New | +$202K | 0.02% | 140 |
|