LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.75M | Hold |
6,901
| – | – | 0.03% | 100 |
|
|
2025
Q1 | $3.37M | Sell |
6,901
-783
| -10% | -$382K | 0.03% | 102 |
|
|
2024
Q4 | $4.41M | Buy |
7,684
+6
| +0.1% | +$3.44K | 0.04% | 104 |
|
|
2024
Q3 | $3.93M | Sell |
7,678
-1,243
| -14% | -$636K | 0.04% | 107 |
|
|
2024
Q2 | $3.91M | Buy |
8,921
+5
| +0.1% | +$2.19K | 0.04% | 91 |
|
|
2024
Q1 | $3.29M | Buy |
8,916
+17
| +0.2% | +$6.27K | 0.03% | 91 |
|
|
2023
Q4 | $3.37M | Buy |
8,899
+27
| +0.3% | +$10.2K | 0.03% | 94 |
|
|
2023
Q3 | $2.47M | Sell |
8,872
-64
| -0.7% | -$17.8K | 0.03% | 103 |
|
|
2023
Q2 | $3.06M | Sell |
8,936
-390
| -4% | -$133K | 0.03% | 100 |
|
|
2023
Q1 | $2.38M | Buy |
9,326
+121
| +1% | +$30.9K | 0.03% | 105 |
|
|
2022
Q4 | $2.44M | Hold |
9,205
| – | – | 0.03% | 102 |
|
|
2022
Q3 | $1.73M | Buy |
9,205
+80
| +0.9% | +$15K | 0.02% | 114 |
|
|
2022
Q2 | $1.83M | Buy |
9,125
+59
| +0.7% | +$11.8K | 0.02% | 118 |
|
|
2022
Q1 | $2.74M | Buy |
9,066
+268
| +3% | +$80.8K | 0.03% | 107 |
|
|
2021
Q4 | $3.16M | Buy |
8,798
+5,864
| +200% | +$2.11M | 0.03% | 106 |
|
|
2021
Q3 | $2.92M | Sell |
2,934
-34
| -1% | -$33.8K | 0.03% | 102 |
|
|
2021
Q2 | $2.73M | Hold |
2,968
| – | – | 0.03% | 110 |
|
|
2021
Q1 | $2.19M | Sell |
2,968
-187
| -6% | -$138K | 0.02% | 114 |
|
|
2020
Q4 | $2.58M | Hold |
3,155
| – | – | 0.03% | 105 |
|
|
2020
Q3 | $2.24M | Hold |
3,155
| – | – | 0.03% | 107 |
|
|
2020
Q2 | $1.8M | Hold |
3,155
| – | – | 0.02% | 114 |
|
|
2020
Q1 | $1.56M | Sell |
3,155
-294
| -9% | -$146K | 0.03% | 114 |
|
|
2019
Q4 | $2.04M | Hold |
3,449
| – | – | 0.03% | 116 |
|
|
2019
Q3 | $1.86M | Hold |
3,449
| – | – | 0.03% | 118 |
|
|
2019
Q2 | $1.81M | Buy |
3,449
+15
| +0.4% | +$7.87K | 0.03% | 122 |
|
|
2019
Q1 | $1.96M | Hold |
3,434
| – | – | 0.03% | 120 |
|
|
2018
Q4 | $1.65M | Sell |
3,434
-21
| -0.6% | -$10.1K | 0.03% | 120 |
|
|
2018
Q3 | $1.98M | Hold |
3,455
| – | – | 0.03% | 125 |
|
|
2018
Q2 | $1.65M | Buy |
3,455
+756
| +28% | +$362K | 0.03% | 133 |
|
|
2018
Q1 | $1.11M | Buy |
2,699
+470
| +21% | +$194K | 0.02% | 157 |
|
|
2017
Q4 | $813K | Buy |
2,229
+1,486
| +200% | +$542K | 0.01% | 176 |
|
|
2017
Q3 | $777K | Buy |
743
+2
| +0.3% | +$2.09K | 0.02% | 170 |
|
|
2017
Q2 | $695K | Sell |
741
-116
| -14% | -$109K | 0.01% | 171 |
|
|
2017
Q1 | $657K | Sell |
857
-90
| -10% | -$69K | 0.01% | 180 |
|
|
2016
Q4 | $601K | Hold |
947
| – | – | 0.01% | 180 |
|
|
2016
Q3 | $686K | Hold |
947
| – | – | 0.02% | 172 |
|
|
2016
Q2 | $626K | Hold |
947
| – | – | 0.01% | 170 |
|
|
2016
Q1 | $569K | Sell |
947
-585
| -38% | -$351K | 0.01% | 177 |
|
|
2015
Q4 | $837K | Sell |
1,532
-1,280
| -46% | -$699K | 0.02% | 162 |
|
|
2015
Q3 | $1.36M | Hold |
2,812
| – | – | 0.03% | 137 |
|
|
2015
Q2 | $1.36M | Sell |
2,812
-50
| -2% | -$24.2K | 0.03% | 137 |
|
|
2015
Q1 | $1.45M | Buy |
2,862
+1,724
| +151% | +$870K | 0.04% | 137 |
|
|
2014
Q4 | $602K | Sell |
1,138
-40
| -3% | -$21.2K | 0.02% | 183 |
|
|
2014
Q3 | $544K | Sell |
1,178
-1,610
| -58% | -$743K | 0.01% | 183 |
|
|
2014
Q2 | $1.15M | Sell |
2,788
-610
| -18% | -$251K | 0.03% | 143 |
|
|
2014
Q1 | $1.49M | Sell |
3,398
-1,905
| -36% | -$834K | 0.04% | 123 |
|
|
2013
Q4 | $2.04M | Sell |
5,303
-5,947
| -53% | -$2.28M | 0.06% | 114 |
|
|
2013
Q3 | $4.23M | Sell |
11,250
-2,851
| -20% | -$1.07M | 0.13% | 94 |
|
|
2013
Q2 | $7.14M | Buy |
+14,101
| New | +$7.14M | 0.22% | 82 |
|