Laurie J. Hall Trustee’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 | $503K | Hold |
925
| – | – | 0.17% | 81 |
|
|
2025
Q1 | $458K | Sell |
925
-100
| -10% | -$49.5K | 0.16% | 83 |
|
|
2024
Q4 | $535K | Hold |
1,025
| – | – | 0.18% | 80 |
|
|
2024
Q3 | $504K | Hold |
1,025
| – | – | 0.16% | 84 |
|
|
2024
Q2 | $456K | Sell |
1,025
-100
| -9% | -$44.5K | 0.16% | 79 |
|
|
2024
Q1 | $449K | Sell |
1,125
-50
| -4% | -$20K | 0.16% | 79 |
|
|
2023
Q4 | $396K | Hold |
1,175
| – | – | 0.15% | 81 |
|
|
2023
Q3 | $343K | Hold |
1,175
| – | – | 0.15% | 80 |
|
|
2023
Q2 | $402K | Hold |
1,175
| – | – | 0.16% | 79 |
|
|
2023
Q1 | $300K | Sell |
1,175
-75
| -6% | -$19.1K | 0.13% | 87 |
|
|
2022
Q4 | $332K | Hold |
1,250
| – | – | 0.15% | 83 |
|
|
2022
Q3 | $234K | Hold |
1,250
| – | – | 0.12% | 90 |
|
|
2022
Q2 | $251K | Hold |
1,250
| – | – | 0.12% | 91 |
|
|
2022
Q1 | $377K | Hold |
1,250
| – | – | 0.14% | 83 |
|
|
2021
Q4 | $449K | Sell |
1,250
-25
| -2% | -$8.98K | 0.16% | 82 |
|
|
2021
Q3 | $423K | Sell |
1,275
-75
| -6% | -$24.9K | 0.16% | 80 |
|
|
2021
Q2 | $414K | Hold |
1,350
| – | – | 0.16% | 81 |
|
|
2021
Q1 | $333K | Sell |
1,350
-75
| -5% | -$18.5K | 0.13% | 89 |
|
|
2020
Q4 | $389K | Sell |
1,425
-225
| -14% | -$61.4K | 0.16% | 85 |
|
|
2020
Q3 | $390K | Buy |
+1,650
| New | +$390K | 0.17% | 81 |
|
|
2019
Q4 | $443K | Hold |
2,250
| – | – | 0.2% | 77 |
|
|
2019
Q3 | $405K | Hold |
2,250
| – | – | 0.21% | 77 |
|
|
2019
Q2 | $393K | Sell |
2,250
-1,125
| -33% | -$197K | 0.2% | 78 |
|
|
2019
Q1 | $642K | Hold |
3,375
| – | – | 0.34% | 59 |
|
|
2018
Q4 | $607K | Hold |
3,375
| – | – | 0.33% | 62 |
|
|
2018
Q3 | $646K | Hold |
3,375
| – | – | 0.34% | 59 |
|
|
2018
Q2 | $538K | Buy |
+3,375
| New | +$538K | 0.31% | 63 |
|