TCV Trust & Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Hold |
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|
2025
Q1 | $1.11M | Sell |
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|
2024
Q4 | $1.24M | Hold |
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|
2024
Q3 | $1.17M | Sell |
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|
2024
Q2 | $1.08M | Hold |
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|
2024
Q1 | $966K | Sell |
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|
2023
Q4 | $869K | Buy |
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|
2023
Q3 | $742K | Hold |
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|
2023
Q2 | $869K | Sell |
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|
2023
Q1 | $662K | Sell |
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|
2022
Q4 | $699K | Sell |
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|
2022
Q3 | $498K | Buy |
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|
2022
Q2 | $530K | Buy |
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|
2022
Q1 | $783K | Sell |
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|
2021
Q4 | $984K | Buy |
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|
2021
Q3 | $900K | Hold |
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|
2021
Q2 | $833K | Hold |
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|
2021
Q1 | $669K | Hold |
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|
2020
Q4 | $740K | Hold |
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|
2020
Q3 | $642K | Hold |
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|
2020
Q2 | $516K | Hold |
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|
2020
Q1 | $448K | Hold |
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|
2019
Q4 | $535K | Hold |
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|
2019
Q3 | $489K | Hold |
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|
2019
Q2 | $475K | Hold |
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|
2019
Q1 | $516K | Sell |
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|
2018
Q4 | $445K | Hold |
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|
2018
Q3 | $534K | Hold |
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|
2018
Q2 | $445K | Hold |
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|
2018
Q1 | $384K | Sell |
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|
2017
Q4 | $361K | Hold |
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|
2017
Q3 | $345K | Hold |
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|
2017
Q2 | $309K | Hold |
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|
2017
Q1 | $253K | Sell |
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|
2016
Q4 | $231K | Hold |
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|
2016
Q3 | $265K | Hold |
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|
2016
Q2 | $241K | Sell |
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|
2016
Q1 | $234K | Hold |
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|
2015
Q4 | $213K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $202K | Hold |
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|
2014
Q4 | $212K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $202K | Buy |
|