Neville Rodie & Shaw’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
$5.67M Buy
10,427
+1,110
+12% +$603K 0.42% 56
2025
Q1
$4.62M Buy
9,317
+20
+0.2% +$9.91K 0.36% 60
2024
Q4
$4.85M Hold
9,297
0.35% 60
2024
Q3
$4.57M Sell
9,297
-328
-3% -$161K 0.34% 62
2024
Q2
$4.28M Sell
9,625
-1,361
-12% -$605K 0.32% 62
2024
Q1
$4.39M Sell
10,986
-23
-0.2% -$9.18K 0.33% 65
2023
Q4
$3.71M Sell
11,009
-1,925
-15% -$649K 0.3% 70
2023
Q3
$3.78M Buy
12,934
+5,084
+65% +$1.49M 0.34% 62
2023
Q2
$2.68M Buy
+7,850
New +$2.68M 0.23% 78