Laird Norton Wetherby Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.87M | Buy |
6,423
+82
| +1% | +$39.4K | 0.12% | 161 |
|
|
2025
Q2 | $3.45M | Buy |
+6,341
| New | +$3.32M | 0.15% | 124 |
|
|
2024
Q4 | $3.04M | Sell |
5,826
-411
| -7% | -$214K | 0.15% | 126 |
|
|
2024
Q3 | $3.06M | Sell |
6,237
-9
| -0.1% | -$4.19K | 0.14% | 141 |
|
|
2024
Q2 | $2.78M | Sell |
6,246
-92
| -1% | -$36.6K | 0.13% | 151 |
|
|
2024
Q1 | $2.53M | Buy |
6,338
+38
| +0.6% | +$14.4K | 0.12% | 169 |
|
|
2023
Q4 | $2.13M | Sell |
6,300
-181
| -3% | -$54K | 0.11% | 191 |
|
|
2023
Q3 | $1.89M | Buy |
6,481
+266
| +4% | +$83.1K | 0.11% | 195 |
|
|
2023
Q2 | $2.13M | Buy |
6,215
+133
| +2% | +$40.2K | 0.11% | 179 |
|
|
2023
Q1 | $1.55M | Sell |
6,082
-517
| -8% | -$127K | 0.09% | 236 |
|
|
2022
Q4 | $1.75M | Buy |
6,599
+637
| +11% | +$155K | 0.11% | 197 |
|
|
2022
Q3 | $1.12M | Buy |
5,962
+792
| +15% | +$170K | 0.08% | 259 |
|
|
2022
Q2 | $1.04M | Sell |
5,170
-709
| -12% | -$166K | 0.07% | 289 |
|
|
2022
Q1 | $1.77M | Buy |
5,879
+403
| +7% | +$118K | 0.1% | 187 |
|
|
2021
Q4 | $1.97M | Sell |
5,476
-5
| -0.1% | -$1.72K | 0.11% | 169 |
|
|
2021
Q3 | $1.82M | Buy |
5,481
+63
| +1% | +$21.2K | 0.11% | 166 |
|
|
2021
Q2 | $1.66M | Buy |
5,418
+492
| +10% | +$138K | 0.1% | 185 |
|
|
2021
Q1 | $1.21M | Sell |
4,926
-909
| -16% | -$229K | 0.09% | 218 |
|
|
2020
Q4 | $1.59M | Buy |
5,835
+852
| +17% | +$212K | 0.11% | 181 |
|
|
2020
Q3 | $1.18M | Sell |
4,983
-63
| -1% | -$14.1K | 0.11% | 187 |
|
|
2020
Q2 | $959K | Sell |
5,046
-627
| -11% | -$112K | 0.09% | 217 |
|
|
2020
Q1 | $936K | Buy |
5,673
+267
| +5% | +$48.9K | 0.11% | 199 |
|
|
2019
Q4 | $1.06M | Buy |
5,406
+30
| +0.6% | +$5.62K | 0.11% | 206 |
|
|
2019
Q3 | $968K | Buy |
5,376
+516
| +11% | +$89.3K | 0.1% | 216 |
|
|
2019
Q2 | $850K | Sell |
4,860
-192
| -4% | -$32.9K | 0.09% | 238 |
|
|
2019
Q1 | $961K | Buy |
5,052
+63
| +1% | +$11.2K | 0.12% | 196 |
|
|
2018
Q4 | $796K | Buy |
4,989
+120
| +2% | +$20.3K | 0.11% | 205 |
|
|
2018
Q3 | $931K | Buy |
4,869
+309
| +7% | +$54.9K | 0.12% | 205 |
|
|
2018
Q2 | $727K | Buy |
4,560
+360
| +9% | +$54.9K | 0.1% | 245 |
|
|
2018
Q1 | $578K | Buy |
4,200
+192
| +5% | +$26.8K | 0.08% | 303 |
|
|
2017
Q4 | $488K | Buy |
4,008
+336
| +9% | +$42K | 0.07% | 354 |
|
|
2017
Q3 | $427K | Buy |
3,672
+423
| +13% | +$46.1K | 0.06% | 369 |
|
|
2017
Q2 | $338K | Buy |
3,249
+45
| +1% | +$4.33K | 0.06% | 401 |
|
|
2017
Q1 | $273K | Buy |
+3,204
| New | +$253K | 0.05% | 449 |
|
|
2016
Q4 | – | Sell |
-2,637
| Closed | -$212K | – | 535 |
|
|
2016
Q3 | $212K | Buy |
+2,637
| New | +$202K | 0.04% | 481 |
|
|
2016
Q2 | – | Sell |
-3,159
| Closed | -$211K | – | 515 |
|
|
2016
Q1 | $211K | Buy |
+3,159
| New | +$196K | 0.05% | 425 |
|
Other funds holding ISRG
