Middleton & Co’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
$425K Hold
783
0.05% 122
2025
Q1
$388K Hold
783
0.05% 122
2024
Q4
$409K Hold
783
0.05% 120
2024
Q3
$385K Hold
783
0.04% 126
2024
Q2
$348K Hold
783
0.04% 124
2024
Q1
$312K Hold
783
0.04% 140
2023
Q4
$264K Hold
783
0.03% 134
2023
Q3
$229K Hold
783
0.03% 141
2023
Q2
$268K Hold
783
0.04% 136
2023
Q1
$200K Hold
783
0.03% 154
2022
Q4
$208K Buy
+783
New +$208K 0.03% 152