Pine Haven Investment Counsel’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 | $880K | Buy |
1,619
+47
| +3% | +$25.5K | 0.69% | 44 |
|
|
2025
Q1 | $779K | Sell |
1,572
-12
| -0.8% | -$5.94K | 0.65% | 45 |
|
|
2024
Q4 | $827K | Sell |
1,584
-35
| -2% | -$18.3K | 0.68% | 43 |
|
|
2024
Q3 | $795K | Buy |
1,619
+10
| +0.6% | +$4.91K | 0.64% | 42 |
|
|
2024
Q2 | $716K | Sell |
1,609
-16
| -1% | -$7.12K | 0.62% | 43 |
|
|
2024
Q1 | $649K | Hold |
1,625
| – | – | 0.57% | 50 |
|
|
2023
Q4 | $548K | Hold |
1,625
| – | – | 0.51% | 56 |
|
|
2023
Q3 | $475K | Hold |
1,625
| – | – | 0.49% | 57 |
|
|
2023
Q2 | $556K | Sell |
1,625
-150
| -8% | -$51.3K | 0.55% | 51 |
|
|
2023
Q1 | $453K | Buy |
1,775
+25
| +1% | +$6.39K | 0.48% | 55 |
|
|
2022
Q4 | $464K | Buy |
1,750
+50
| +3% | +$13.3K | 0.51% | 53 |
|
|
2022
Q3 | $319K | Buy |
1,700
+40
| +2% | +$7.51K | 0.39% | 66 |
|
|
2022
Q2 | $333K | Buy |
1,660
+10
| +0.6% | +$2.01K | 0.39% | 70 |
|
|
2022
Q1 | $498K | Buy |
1,650
+95
| +6% | +$28.7K | 0.49% | 54 |
|
|
2021
Q4 | $559K | Buy |
+1,555
| New | +$559K | 0.52% | 53 |
|