Schaper Benz & Wise 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 | $18.9M | Sell |
34,830
-11
| -0% | -$5.98K | 1.45% | 27 |
|
|
2025
Q1 | $17.3M | Buy |
34,841
+300
| +0.9% | +$149K | 1.4% | 25 |
|
|
2024
Q4 | $18M | Sell |
34,541
-105
| -0.3% | -$54.8K | 1.45% | 25 |
|
|
2024
Q3 | $17M | Sell |
34,646
-274
| -0.8% | -$135K | 1.36% | 29 |
|
|
2024
Q2 | $15.5M | Buy |
34,920
+991
| +3% | +$441K | 1.35% | 32 |
|
|
2024
Q1 | $13.5M | Buy |
33,929
+364
| +1% | +$145K | 1.13% | 35 |
|
|
2023
Q4 | $11.3M | Buy |
33,565
+1,971
| +6% | +$665K | 1.02% | 38 |
|
|
2023
Q3 | $9.23M | Buy |
31,594
+3,021
| +11% | +$883K | 0.91% | 43 |
|
|
2023
Q2 | $9.77M | Buy |
28,573
+98
| +0.3% | +$33.5K | 0.94% | 44 |
|
|
2023
Q1 | $7.27M | Buy |
28,475
+5,500
| +24% | +$1.41M | 0.74% | 51 |
|
|
2022
Q4 | $6.1M | Sell |
22,975
-13
| -0.1% | -$3.45K | 0.65% | 56 |
|
|
2022
Q3 | $4.31M | Buy |
22,988
+4,753
| +26% | +$891K | 0.5% | 61 |
|
|
2022
Q2 | $3.66M | Buy |
18,235
+9,349
| +105% | +$1.88M | 0.38% | 65 |
|
|
2022
Q1 | $2.68M | Buy |
8,886
+3,695
| +71% | +$1.11M | 0.23% | 79 |
|
|
2021
Q4 | $1.87M | Buy |
5,191
+274
| +6% | +$98.4K | 0.15% | 92 |
|
|
2021
Q3 | $1.63M | Buy |
4,917
+3,996
| +434% | +$1.32M | 0.15% | 85 |
|
|
2021
Q2 | $282K | Hold |
921
| – | – | 0.03% | 112 |
|
|
2021
Q1 | $227K | Hold |
921
| – | – | 0.02% | 116 |
|
|
2020
Q4 | $251K | Buy |
+921
| New | +$251K | 0.03% | 115 |
|