Vaughan David Investments’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $398K | Hold |
733
| – | – | 0.01% | 176 |
|
|
2025
Q1 | $363K | Hold |
733
| – | – | 0.01% | 165 |
|
|
2024
Q4 | $383K | Hold |
733
| – | – | 0.01% | 170 |
|
|
2024
Q3 | $360K | Hold |
733
| – | – | 0.01% | 172 |
|
|
2024
Q2 | $326K | Buy |
733
+5
| +0.7% | +$2.22K | 0.01% | 173 |
|
|
2024
Q1 | $291K | Hold |
728
| – | – | 0.01% | 189 |
|
|
2023
Q4 | $246K | Buy |
728
+14
| +2% | +$4.73K | 0.01% | 188 |
|
|
2023
Q3 | $209K | Hold |
714
| – | – | 0.01% | 193 |
|
|
2023
Q2 | $244K | Buy |
+714
| New | +$244K | 0.01% | 182 |
|
|
2023
Q1 | – | Sell |
-1,065
| Closed | -$283K | – | 200 |
|
|
2022
Q4 | $283K | Buy |
+1,065
| New | +$283K | 0.01% | 170 |
|
|
2022
Q3 | – | Sell |
-1,077
| Closed | -$216K | – | 194 |
|
|
2022
Q2 | $216K | Hold |
1,077
| – | – | 0.01% | 179 |
|
|
2022
Q1 | $325K | Hold |
1,077
| – | – | 0.01% | 162 |
|
|
2021
Q4 | $387K | Hold |
1,077
| – | – | 0.01% | 161 |
|
|
2021
Q3 | $357K | Hold |
1,077
| – | – | 0.01% | 157 |
|
|
2021
Q2 | $330K | Hold |
1,077
| – | – | 0.01% | 167 |
|
|
2021
Q1 | $265K | Hold |
1,077
| – | – | 0.01% | 173 |
|
|
2020
Q4 | $294K | Sell |
1,077
-87
| -7% | -$23.7K | 0.01% | 162 |
|
|
2020
Q3 | $275K | Buy |
+1,164
| New | +$275K | 0.01% | 159 |
|