Orser 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 | – | Sell |
-2,421
| Closed | -$1.2M | – | 51 |
|
2025
Q1 | $1.2M | Buy |
+2,421
| New | +$1.2M | 0.88% | 31 |
|
2022
Q2 | – | Sell |
-10,732
| Closed | -$3.24M | – | 62 |
|
2022
Q1 | $3.24M | Sell |
10,732
-418
| -4% | -$126K | 1.98% | 22 |
|
2021
Q4 | $4.01M | Sell |
11,150
-403
| -3% | -$145K | 2.02% | 15 |
|
2021
Q3 | $3.83M | Buy |
11,553
+210
| +2% | +$69.6K | 2.11% | 16 |
|
2021
Q2 | $3.48M | Buy |
11,343
+159
| +1% | +$48.7K | 1.79% | 19 |
|
2021
Q1 | $2.76M | Sell |
11,184
-690
| -6% | -$170K | 1.79% | 23 |
|
2020
Q4 | $3.24M | Buy |
11,874
+2,250
| +23% | +$614K | 2.05% | 16 |
|
2020
Q3 | $2.28M | Buy |
+9,624
| New | +$2.28M | 1.8% | 20 |
|