Weik Capital Management’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 | $224K | Buy |
+412
| New | +$224K | 0.09% | 90 |
|
|
2025
Q1 | – | Sell |
-450
| Closed | -$235K | – | 93 |
|
|
2024
Q4 | $235K | Hold |
450
| – | – | 0.1% | 89 |
|
|
2024
Q3 | $221K | Hold |
450
| – | – | 0.09% | 91 |
|
|
2024
Q2 | $200K | Buy |
+450
| New | +$200K | 0.09% | 92 |
|
|
2020
Q2 | – | Sell |
-1,920
| Closed | -$317K | – | 109 |
|
|
2020
Q1 | $317K | Hold |
1,920
| – | – | 0.18% | 87 |
|
|
2019
Q4 | $378K | Sell |
1,920
-525
| -21% | -$103K | 0.17% | 91 |
|
|
2019
Q3 | $440K | Sell |
2,445
-90
| -4% | -$16.2K | 0.21% | 81 |
|
|
2019
Q2 | $443K | Sell |
2,535
-1,500
| -37% | -$262K | 0.21% | 83 |
|
|
2019
Q1 | $767K | Sell |
4,035
-300
| -7% | -$57K | 0.37% | 61 |
|
|
2018
Q4 | $692K | Hold |
4,335
| – | – | 0.38% | 60 |
|
|
2018
Q3 | $829K | Hold |
4,335
| – | – | 0.4% | 57 |
|
|
2018
Q2 | $691K | Buy |
4,335
+240
| +6% | +$38.3K | 0.34% | 67 |
|
|
2018
Q1 | $564K | Buy |
4,095
+615
| +18% | +$84.7K | 0.27% | 76 |
|
|
2017
Q4 | $423K | Buy |
+3,480
| New | +$423K | 0.2% | 89 |
|