Investment House LLC’s Intuitive Surgical ISRG Stock Holding History

Investment House LLC’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	$15.6M	Hold	28,625	–	–	0.79%	35
2025 Q1	$14.2M	Hold	28,625	–	–	0.81%	34
2024 Q4	$14.9M	Hold	28,625	–	–	0.81%	31
2024 Q3	$14.1M	Hold	28,625	–	–	0.76%	32
2024 Q2	$12.7M	Sell	28,625 -100	-0.3%	-$44.5K	0.73%	37
2024 Q1	$11.5M	Hold	28,725	–	–	0.67%	41
2023 Q4	$9.69M	Hold	28,725	–	–	0.69%	40
2023 Q3	$8.4M	Buy	28,725 +50	+0.2%	+$14.6K	0.66%	45
2023 Q2	$9.81M	Hold	28,675	–	–	0.73%	39
2023 Q1	$7.33M	Hold	28,675	–	–	0.6%	48
2022 Q4	$7.61M	Sell	28,675 -30	-0.1%	-$7.96K	0.71%	46
2022 Q3	$5.38M	Buy	28,705 +460	+2%	+$86.2K	0.5%	55
2022 Q2	$5.67M	Buy	28,245 +20	+0.1%	+$4.01K	0.5%	56
2022 Q1	$8.52M	Hold	28,225	–	–	0.62%	48
2021 Q4	$10.1M	Buy	28,225 +160	+0.6%	+$57.5K	0.65%	46
2021 Q3	$9.3M	Buy	28,065 +75	+0.3%	+$24.9K	0.68%	39
2021 Q2	$8.58M	Hold	27,990	–	–	0.6%	45
2021 Q1	$6.89M	Sell	27,990 -90	-0.3%	-$22.2K	0.53%	51
2020 Q4	$7.66M	Hold	28,080	–	–	0.54%	50
2020 Q3	$6.64M	Hold	28,080	–	–	0.52%	52
2020 Q2	$5.33M	Hold	28,080	–	–	0.47%	58
2020 Q1	$4.64M	Sell	28,080 -90	-0.3%	-$14.9K	0.53%	53
2019 Q4	$5.55M	Hold	28,170	–	–	0.51%	55
2019 Q3	$5.07M	Sell	28,170 -75	-0.3%	-$13.5K	0.51%	58
2019 Q2	$4.94M	Buy	28,245 +180	+0.6%	+$31.5K	0.52%	57
2019 Q1	$5.34M	Buy	28,065 +75	+0.3%	+$14.3K	0.58%	56
2018 Q4	$4.47M	Hold	27,990	–	–	0.56%	59
2018 Q3	$5.36M	Hold	27,990	–	–	0.57%	54
2018 Q2	$4.46M	Hold	27,990	–	–	0.52%	58
2018 Q1	$3.85M	Hold	27,990	–	–	0.47%	62
2017 Q4	$3.41M	Hold	27,990	–	–	0.41%	66
2017 Q3	$3.25M	Hold	27,990	–	–	0.42%	68
2017 Q2	$2.91M	Hold	27,990	–	–	0.39%	72
2017 Q1	$2.38M	Hold	27,990	–	–	0.34%	78
2016 Q4	$1.97M	Hold	27,990	–	–	0.3%	83
2016 Q3	$2.25M	Hold	27,990	–	–	0.34%	82
2016 Q2	$2.06M	Hold	27,990	–	–	0.33%	82
2016 Q1	$1.87M	Hold	27,990	–	–	0.3%	89
2015 Q4	$1.7M	Hold	27,990	–	–	0.28%	92
2015 Q3	$1.43M	Hold	27,990	–	–	0.25%	93
2015 Q2	$1.51M	Hold	27,990	–	–	0.24%	95
2015 Q1	$1.57M	Hold	27,990	–	–	0.25%	93
2014 Q4	$1.65M	Hold	27,990	–	–	0.27%	93
2014 Q3	$1.44M	Sell	27,990 -2,025	-7%	-$104K	0.24%	93
2014 Q2	$1.37M	Sell	30,015 -1,125	-4%	-$51.5K	0.24%	93
2014 Q1	$1.52M	Sell	31,140 -810	-3%	-$39.4K	0.27%	91
2013 Q4	$1.36M	Buy	31,950 +594	+2%	+$25.3K	0.25%	88
2013 Q3	$1.31M	Hold	31,356	–	–	0.27%	83
2013 Q2	$1.76M	Buy	+31,356	New	+$1.76M	0.38%	77