Oak Ridge Investments’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 | $10.1M | Buy |
18,508
+311
| +2% | +$169K | 0.72% | 31 |
|
2025
Q1 | $9.01M | Buy |
18,197
+1,176
| +7% | +$582K | 0.75% | 28 |
|
2024
Q4 | $8.88M | Buy |
17,021
+6,961
| +69% | +$3.63M | 0.7% | 33 |
|
2024
Q3 | $4.94M | Buy |
10,060
+698
| +7% | +$343K | 0.43% | 51 |
|
2024
Q2 | $4.16M | Buy |
+9,362
| New | +$4.16M | 0.4% | 54 |
|
2014
Q2 | – | Sell |
-37,566
| Closed | -$1.83M | – | 148 |
|
2014
Q1 | $1.83M | Sell |
37,566
-765
| -2% | -$37.2K | 0.05% | 130 |
|
2013
Q4 | $1.64M | Buy |
38,331
+1,782
| +5% | +$76.1K | 0.04% | 125 |
|
2013
Q3 | $1.53M | Sell |
36,549
-711
| -2% | -$29.7K | 0.04% | 124 |
|
2013
Q2 | $2.1M | Buy |
+37,260
| New | +$2.1M | 0.07% | 122 |
|