Ironwood Investment Counsel’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 | $1.47M | Sell |
2,697
-27
| -1% | -$14.7K | 0.23% | 96 |
|
2025
Q1 | $1.35M | Buy |
2,724
+10
| +0.4% | +$4.95K | 0.23% | 99 |
|
2024
Q4 | $1.42M | Sell |
2,714
-173
| -6% | -$90.3K | 0.24% | 94 |
|
2024
Q3 | $1.42M | Sell |
2,887
-12
| -0.4% | -$5.9K | 0.24% | 99 |
|
2024
Q2 | $1.29M | Sell |
2,899
-101
| -3% | -$44.9K | 0.23% | 100 |
|
2024
Q1 | $1.2M | Sell |
3,000
-117
| -4% | -$46.7K | 0.21% | 104 |
|
2023
Q4 | $1.05M | Sell |
3,117
-100
| -3% | -$33.7K | 0.2% | 112 |
|
2023
Q3 | $1.45M | Buy |
+3,217
| New | +$1.45M | 0.3% | 80 |
|
2021
Q1 | – | Sell |
-4,593
| Closed | -$1.25M | – | 208 |
|
2020
Q4 | $1.25M | Buy |
4,593
+213
| +5% | +$58.1K | 0.28% | 81 |
|
2020
Q3 | $1.04M | Buy |
4,380
+12
| +0.3% | +$2.84K | 0.28% | 75 |
|
2020
Q2 | $829K | Sell |
4,368
-12
| -0.3% | -$2.28K | 0.25% | 91 |
|
2020
Q1 | $723K | Hold |
4,380
| – | – | 0.28% | 83 |
|
2019
Q4 | $863K | Sell |
4,380
-1,440
| -25% | -$284K | 0.3% | 77 |
|
2019
Q3 | $1.05M | Hold |
5,820
| – | – | 0.39% | 67 |
|
2019
Q2 | $1.02M | Buy |
5,820
+240
| +4% | +$41.9K | 0.39% | 68 |
|
2019
Q1 | $1.06M | Hold |
5,580
| – | – | 0.42% | 68 |
|
2018
Q4 | $890K | Hold |
5,580
| – | – | 0.39% | 66 |
|
2018
Q3 | $1.07M | Hold |
5,580
| – | – | 0.41% | 66 |
|
2018
Q2 | $889K | Sell |
5,580
-258
| -4% | -$41.1K | 0.39% | 65 |
|
2018
Q1 | $803K | Hold |
5,838
| – | – | 0.36% | 66 |
|
2017
Q4 | $710K | Buy |
5,838
+105
| +2% | +$12.8K | 0.26% | 74 |
|
2017
Q3 | $666K | Hold |
5,733
| – | – | 0.27% | 75 |
|
2017
Q2 | $596K | Hold |
5,733
| – | – | 0.22% | 90 |
|
2017
Q1 | $488K | Hold |
5,733
| – | – | 0.2% | 95 |
|
2016
Q4 | $404K | Hold |
5,733
| – | – | 0.18% | 105 |
|
2016
Q3 | $462K | Sell |
5,733
-567
| -9% | -$45.7K | 0.22% | 94 |
|
2016
Q2 | $463K | Buy |
6,300
+810
| +15% | +$59.5K | 0.27% | 83 |
|
2016
Q1 | $366K | Buy |
5,490
+90
| +2% | +$6K | 0.19% | 97 |
|
2015
Q4 | $328K | Sell |
5,400
-450
| -8% | -$27.3K | 0.19% | 99 |
|
2015
Q3 | $298K | Sell |
5,850
-450
| -7% | -$22.9K | 0.16% | 103 |
|
2015
Q2 | $339K | Hold |
6,300
| – | – | 0.17% | 102 |
|
2015
Q1 | $354K | Buy |
+6,300
| New | +$354K | 0.18% | 103 |
|