Manchester Capital Management’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 | $1.02M | Sell |
1,872
-451
| -19% | -$245K | 0.13% | 122 |
|
2025
Q1 | $1.15M | Buy |
2,323
+7
| +0.3% | +$3.47K | 0.14% | 100 |
|
2024
Q4 | $1.21M | Hold |
2,316
| – | – | 0.14% | 97 |
|
2024
Q3 | $1.14M | Buy |
2,316
+2
| +0.1% | +$983 | 0.13% | 107 |
|
2024
Q2 | $1.03M | Hold |
2,314
| – | – | 0.12% | 103 |
|
2024
Q1 | $923K | Buy |
2,314
+251
| +12% | +$100K | 0.11% | 122 |
|
2023
Q4 | $696K | Buy |
2,063
+83
| +4% | +$28K | 0.09% | 134 |
|
2023
Q3 | $579K | Buy |
1,980
+1
| +0.1% | +$292 | 0.09% | 142 |
|
2023
Q2 | $677K | Buy |
1,979
+6
| +0.3% | +$2.05K | 0.09% | 132 |
|
2023
Q1 | $504K | Hold |
1,973
| – | – | 0.07% | 178 |
|
2022
Q4 | $524K | Buy |
1,973
+20
| +1% | +$5.31K | 0.08% | 154 |
|
2022
Q3 | $366K | Hold |
1,953
| – | – | 0.06% | 157 |
|
2022
Q2 | $392K | Hold |
1,953
| – | – | 0.07% | 154 |
|
2022
Q1 | $589K | Hold |
1,953
| – | – | 0.08% | 143 |
|
2021
Q4 | $702K | Hold |
1,953
| – | – | 0.09% | 132 |
|
2021
Q3 | $647K | Hold |
1,953
| – | – | 0.09% | 142 |
|
2021
Q2 | $599K | Hold |
1,953
| – | – | 0.08% | 148 |
|
2021
Q1 | $481K | Sell |
1,953
-9
| -0.5% | -$2.22K | 0.07% | 165 |
|
2020
Q4 | $535K | Sell |
1,962
-45
| -2% | -$12.3K | 0.08% | 147 |
|
2020
Q3 | $475K | Buy |
2,007
+9
| +0.5% | +$2.13K | 0.07% | 141 |
|
2020
Q2 | $380K | Hold |
1,998
| – | – | 0.05% | 170 |
|
2020
Q1 | $330K | Buy |
1,998
+45
| +2% | +$7.43K | 0.05% | 169 |
|
2019
Q4 | $385K | Buy |
1,953
+900
| +85% | +$177K | 0.04% | 187 |
|
2019
Q3 | $190K | Hold |
1,053
| – | – | 0.02% | 241 |
|
2019
Q2 | $184K | Hold |
1,053
| – | – | 0.02% | 240 |
|
2019
Q1 | $200K | Buy |
+1,053
| New | +$200K | 0.03% | 228 |
|
2014
Q2 | – | Sell |
-180
| Closed | -$9K | – | 1094 |
|
2014
Q1 | $9K | Hold |
180
| – | – | ﹤0.01% | 857 |
|
2013
Q4 | $8K | Sell |
180
-387
| -68% | -$17.2K | ﹤0.01% | 813 |
|
2013
Q3 | $24K | Sell |
567
-216
| -28% | -$9.14K | ﹤0.01% | 725 |
|
2013
Q2 | $44K | Buy |
+783
| New | +$44K | 0.01% | 624 |
|