Middleton & Co’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
$345K Sell
2025
Q2
$425K Hold
2025
Q1
$388K Hold
2024
Q4
$409K Hold
2024
Q3
$385K Hold
2024
Q2
$348K Hold
2024
Q1
$312K Hold
2023
Q4
$264K Hold
2023
Q3
$229K Hold
2023
Q2
$268K Hold
2023
Q1
$200K Hold
2022
Q4
$208K Buy