WD Rutherford’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 | $4.41M | Sell |
8,120
-260
| -3% | -$141K | 2.03% | 18 |
|
|
2025
Q1 | $4.09M | Buy |
8,380
+70
| +0.8% | +$34.2K | 2.18% | 17 |
|
|
2024
Q4 | $4.34M | Buy |
8,310
+750
| +10% | +$391K | 2.06% | 17 |
|
|
2024
Q3 | $3.71M | Sell |
7,560
-286
| -4% | -$141K | 1.81% | 25 |
|
|
2024
Q2 | $3.49M | Sell |
7,846
-265
| -3% | -$118K | 1.75% | 23 |
|
|
2024
Q1 | $3.24M | Sell |
8,111
-290
| -3% | -$116K | 1.68% | 27 |
|
|
2023
Q4 | $3.16M | Sell |
8,401
-50
| -0.6% | -$18.8K | 1.84% | 25 |
|
|
2023
Q3 | $2.47M | Sell |
8,451
-2,609
| -24% | -$763K | 1.69% | 32 |
|
|
2023
Q2 | $3.78M | Hold |
11,060
| – | – | 2.42% | 15 |
|
|
2023
Q1 | $2.83M | Hold |
11,060
| – | – | 1.99% | 24 |
|
|
2022
Q4 | $2.96M | Sell |
11,060
-415
| -4% | -$111K | 2.32% | 19 |
|
|
2022
Q3 | $2.15M | Sell |
11,475
-135
| -1% | -$25.3K | 1.73% | 28 |
|
|
2022
Q2 | $2.33M | Buy |
11,610
+20
| +0.2% | +$4.01K | 1.8% | 24 |
|
|
2022
Q1 | $3.5M | Buy |
11,590
+25
| +0.2% | +$7.54K | 2% | 20 |
|
|
2021
Q4 | $4.16M | Sell |
11,565
-135
| -1% | -$48.5K | 2.1% | 17 |
|
|
2021
Q3 | $3.88M | Sell |
11,700
-105
| -0.9% | -$34.8K | 2.11% | 22 |
|
|
2021
Q2 | $3.62M | Sell |
11,805
-15
| -0.1% | -$4.6K | 2.01% | 24 |
|
|
2021
Q1 | $2.91M | Buy |
11,820
+735
| +7% | +$181K | 1.81% | 27 |
|
|
2020
Q4 | $3.02M | Buy |
+11,085
| New | +$3.02M | 1.91% | 26 |
|