Howland Capital 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 | $2.03M | Sell |
3,734
-450
| -11% | -$245K | 0.08% | 119 |
|
2025
Q1 | $2.07M | Sell |
4,184
-18
| -0.4% | -$8.92K | 0.09% | 112 |
|
2024
Q4 | $2.19M | Buy |
4,202
+320
| +8% | +$167K | 0.1% | 104 |
|
2024
Q3 | $1.91M | Buy |
3,882
+37
| +1% | +$18.2K | 0.08% | 109 |
|
2024
Q2 | $1.71M | Hold |
3,845
| – | – | 0.08% | 108 |
|
2024
Q1 | $1.53M | Sell |
3,845
-415
| -10% | -$166K | 0.07% | 114 |
|
2023
Q4 | $1.44M | Sell |
4,260
-66
| -2% | -$22.3K | 0.08% | 119 |
|
2023
Q3 | $1.26M | Hold |
4,326
| – | – | 0.07% | 116 |
|
2023
Q2 | $1.48M | Sell |
4,326
-17
| -0.4% | -$5.81K | 0.08% | 110 |
|
2023
Q1 | $1.11M | Buy |
4,343
+18
| +0.4% | +$4.6K | 0.07% | 119 |
|
2022
Q4 | $1.15M | Sell |
4,325
-400
| -8% | -$106K | 0.07% | 118 |
|
2022
Q3 | $886K | Hold |
4,725
| – | – | 0.06% | 128 |
|
2022
Q2 | $948K | Buy |
4,725
+165
| +4% | +$33.1K | 0.06% | 126 |
|
2022
Q1 | $1.38M | Hold |
4,560
| – | – | 0.07% | 96 |
|
2021
Q4 | $1.64M | Sell |
4,560
-12
| -0.3% | -$4.31K | 0.08% | 90 |
|
2021
Q3 | $1.52M | Sell |
4,572
-300
| -6% | -$99.4K | 0.08% | 101 |
|
2021
Q2 | $1.49M | Buy |
4,872
+45
| +0.9% | +$13.8K | 0.08% | 101 |
|
2021
Q1 | $1.19M | Hold |
4,827
| – | – | 0.07% | 110 |
|
2020
Q4 | $1.32M | Sell |
4,827
-264
| -5% | -$72K | 0.08% | 100 |
|
2020
Q3 | $1.2M | Hold |
5,091
| – | – | 0.08% | 99 |
|
2020
Q2 | $967K | Hold |
5,091
| – | – | 0.07% | 109 |
|
2020
Q1 | $840K | Sell |
5,091
-18
| -0.4% | -$2.97K | 0.07% | 108 |
|
2019
Q4 | $1.01M | Buy |
5,109
+15
| +0.3% | +$2.96K | 0.07% | 113 |
|
2019
Q3 | $917K | Sell |
5,094
-216
| -4% | -$38.9K | 0.07% | 116 |
|
2019
Q2 | $928K | Hold |
5,310
| – | – | 0.07% | 112 |
|
2019
Q1 | $1.01M | Hold |
5,310
| – | – | 0.08% | 107 |
|
2018
Q4 | $848K | Hold |
5,310
| – | – | 0.08% | 110 |
|
2018
Q3 | $1.02M | Buy |
5,310
+135
| +3% | +$25.8K | 0.08% | 119 |
|
2018
Q2 | $825K | Buy |
5,175
+270
| +6% | +$43K | 0.07% | 130 |
|
2018
Q1 | $675K | Hold |
4,905
| – | – | 0.05% | 141 |
|
2017
Q4 | $597K | Hold |
4,905
| – | – | 0.05% | 144 |
|
2017
Q3 | $570K | Buy |
4,905
+162
| +3% | +$18.8K | 0.05% | 147 |
|
2017
Q2 | $493K | Hold |
4,743
| – | – | 0.04% | 155 |
|
2017
Q1 | $404K | Sell |
4,743
-360
| -7% | -$30.7K | 0.04% | 164 |
|
2016
Q4 | $360K | Buy |
+5,103
| New | +$360K | 0.03% | 164 |
|