Waters Parkerson & Co’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 | $923K | Buy |
1,698
+100
| +6% | +$54.3K | 0.05% | 104 |
|
|
2025
Q1 | $791K | Buy |
1,598
+45
| +3% | +$22.3K | 0.04% | 109 |
|
|
2024
Q4 | $811K | Buy |
1,553
+13
| +0.8% | +$6.79K | 0.04% | 110 |
|
|
2024
Q3 | $757K | Hold |
1,540
| – | – | 0.04% | 110 |
|
|
2024
Q2 | $685K | Buy |
1,540
+5
| +0.3% | +$2.22K | 0.04% | 107 |
|
|
2024
Q1 | $613K | Buy |
1,535
+5
| +0.3% | +$2K | 0.03% | 117 |
|
|
2023
Q4 | $516K | Sell |
1,530
-66
| -4% | -$22.3K | 0.03% | 120 |
|
|
2023
Q3 | $466K | Sell |
1,596
-57
| -3% | -$16.6K | 0.03% | 120 |
|
|
2023
Q2 | $565K | Sell |
1,653
-2
| -0.1% | -$684 | 0.03% | 116 |
|
|
2023
Q1 | $423K | Buy |
1,655
+2
| +0.1% | +$511 | 0.03% | 126 |
|
|
2022
Q4 | $439K | Hold |
1,653
| – | – | 0.03% | 124 |
|
|
2022
Q3 | $310K | Hold |
1,653
| – | – | 0.02% | 132 |
|
|
2022
Q2 | $332K | Hold |
1,653
| – | – | 0.02% | 129 |
|
|
2022
Q1 | $499K | Sell |
1,653
-52
| -3% | -$15.7K | 0.03% | 124 |
|
|
2021
Q4 | $613K | Buy |
1,705
+52
| +3% | +$18.7K | 0.03% | 118 |
|
|
2021
Q3 | $548K | Hold |
1,653
| – | – | 0.03% | 119 |
|
|
2021
Q2 | $507K | Buy |
1,653
+48
| +3% | +$14.7K | 0.03% | 122 |
|
|
2021
Q1 | $395K | Sell |
1,605
-48
| -3% | -$11.8K | 0.02% | 137 |
|
|
2020
Q4 | $451K | Buy |
1,653
+51
| +3% | +$13.9K | 0.03% | 122 |
|
|
2020
Q3 | $379K | Buy |
1,602
+72
| +5% | +$17K | 0.03% | 124 |
|
|
2020
Q2 | $291K | Hold |
1,530
| – | – | 0.02% | 134 |
|
|
2020
Q1 | $253K | Hold |
1,530
| – | – | 0.02% | 133 |
|
|
2019
Q4 | $301K | Hold |
1,530
| – | – | 0.02% | 133 |
|
|
2019
Q3 | $275K | Sell |
1,530
-1,500
| -50% | -$270K | 0.02% | 134 |
|
|
2019
Q2 | $530K | Hold |
3,030
| – | – | 0.04% | 103 |
|
|
2019
Q1 | $576K | Hold |
3,030
| – | – | 0.05% | 98 |
|
|
2018
Q4 | $484K | Hold |
3,030
| – | – | 0.05% | 99 |
|
|
2018
Q3 | $580K | Hold |
3,030
| – | – | 0.05% | 103 |
|
|
2018
Q2 | $483K | Hold |
3,030
| – | – | 0.04% | 103 |
|
|
2018
Q1 | $417K | Sell |
3,030
-120
| -4% | -$16.5K | 0.04% | 111 |
|
|
2017
Q4 | $383K | Buy |
3,150
+360
| +13% | +$43.8K | 0.03% | 122 |
|
|
2017
Q3 | $324K | Hold |
2,790
| – | – | 0.03% | 132 |
|
|
2017
Q2 | $290K | Buy |
+2,790
| New | +$290K | 0.03% | 133 |
|