TIM
Tortoise Investment Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $142K | Buy |
261
+13
| +5% | +$7.06K | 0.01% | 256 |
|
|
2025
Q1 | $123K | Sell |
248
-87
| -26% | -$43.1K | 0.01% | 260 |
|
|
2024
Q4 | $175K | Buy |
335
+13
| +4% | +$6.79K | 0.02% | 237 |
|
|
2024
Q3 | $158K | Buy |
322
+56
| +21% | +$27.5K | 0.02% | 254 |
|
|
2024
Q2 | $118K | Buy |
266
+13
| +5% | +$5.78K | 0.01% | 276 |
|
|
2024
Q1 | $101K | Buy |
253
+3
| +1% | +$1.2K | 0.01% | 293 |
|
|
2023
Q4 | $84.3K | Sell |
250
-9
| -3% | -$3.04K | 0.01% | 296 |
|
|
2023
Q3 | $75.7K | Buy |
259
+6
| +2% | +$1.75K | 0.01% | 302 |
|
|
2023
Q2 | $86.5K | Hold |
253
| – | – | 0.01% | 294 |
|
|
2023
Q1 | $64.6K | Sell |
253
-1
| -0.4% | -$255 | 0.01% | 308 |
|
|
2022
Q4 | $67.4K | Hold |
254
| – | – | 0.01% | 300 |
|
|
2022
Q3 | $48K | Buy |
254
+11
| +5% | +$2.08K | 0.01% | 318 |
|
|
2022
Q2 | $49K | Hold |
243
| – | – | 0.01% | 305 |
|
|
2022
Q1 | $73K | Hold |
243
| – | – | 0.01% | 264 |
|
|
2021
Q4 | $87K | Buy |
243
+162
| +200% | – | 0.02% | 230 |
|
|
2021
Q3 | $81K | Hold |
81
| – | – | 0.02% | 219 |
|
|
2021
Q2 | $74K | Hold |
81
| – | – | 0.02% | 226 |
|
|
2021
Q1 | $60K | Hold |
81
| – | – | 0.01% | 237 |
|
|
2020
Q4 | $66K | Hold |
81
| – | – | 0.02% | 216 |
|
|
2020
Q3 | $57K | Hold |
81
| – | – | 0.01% | 215 |
|
|
2020
Q2 | $46K | Hold |
81
| – | – | 0.01% | 231 |
|
|
2020
Q1 | $40K | Hold |
81
| – | – | 0.01% | 239 |
|
|
2019
Q4 | $48K | Hold |
81
| – | – | 0.01% | 248 |
|
|
2019
Q3 | $44K | Hold |
81
| – | – | 0.01% | 248 |
|
|
2019
Q2 | $42K | Sell |
81
-9
| -10% | -$4.67K | 0.01% | 265 |
|
|
2019
Q1 | $51K | Buy |
90
+9
| +11% | +$5.1K | 0.01% | 247 |
|
|
2018
Q4 | $39K | Hold |
81
| – | – | 0.01% | 258 |
|
|
2018
Q3 | $46K | Sell |
81
-862
| -91% | -$490K | 0.01% | 250 |
|
|
2018
Q2 | $451K | Buy |
943
+60
| +7% | +$28.7K | 0.12% | 97 |
|
|
2018
Q1 | $365K | Sell |
883
-356
| -29% | -$147K | 0.1% | 107 |
|
|
2017
Q4 | $452K | Buy |
1,239
+832
| +204% | +$6.57K | 0.13% | 91 |
|
|
2017
Q3 | $426K | Hold |
407
| – | – | 0.13% | 91 |
|
|
2017
Q2 | $381K | Buy |
+407
| New | +$381K | 0.12% | 91 |
|