Welch & Forbes’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 | $5.13M | Sell |
9,434
-137
| -1% | -$74.4K | 0.06% | 124 |
|
|
2025
Q1 | $4.74M | Sell |
9,571
-125
| -1% | -$61.9K | 0.06% | 130 |
|
|
2024
Q4 | $5.06M | Sell |
9,696
-94
| -1% | -$49.1K | 0.07% | 128 |
|
|
2024
Q3 | $4.81M | Sell |
9,790
-50
| -0.5% | -$24.6K | 0.06% | 131 |
|
|
2024
Q2 | $4.36M | Sell |
9,840
-18
| -0.2% | -$7.97K | 0.06% | 131 |
|
|
2024
Q1 | $3.93M | Sell |
9,858
-47
| -0.5% | -$18.8K | 0.05% | 142 |
|
|
2023
Q4 | $3.34M | Sell |
9,905
-55
| -0.6% | -$18.6K | 0.05% | 146 |
|
|
2023
Q3 | $2.91M | Buy |
9,960
+6
| +0.1% | +$1.75K | 0.05% | 150 |
|
|
2023
Q2 | $3.4M | Sell |
9,954
-386
| -4% | -$132K | 0.05% | 145 |
|
|
2023
Q1 | $2.64M | Sell |
10,340
-291
| -3% | -$74.3K | 0.04% | 160 |
|
|
2022
Q4 | $2.82M | Buy |
10,631
+184
| +2% | +$48.8K | 0.05% | 156 |
|
|
2022
Q3 | $1.96M | Buy |
10,447
+57
| +0.5% | +$10.7K | 0.04% | 179 |
|
|
2022
Q2 | $2.09M | Hold |
10,390
| – | – | 0.04% | 176 |
|
|
2022
Q1 | $3.13M | Buy |
10,390
+6,754
| +186% | +$2.04M | 0.05% | 153 |
|
|
2021
Q4 | $1.31M | Buy |
3,636
+6
| +0.2% | +$2.16K | 0.02% | 214 |
|
|
2021
Q3 | $1.2M | Sell |
3,630
-60
| -2% | -$19.9K | 0.02% | 215 |
|
|
2021
Q2 | $1.13M | Hold |
3,690
| – | – | 0.02% | 218 |
|
|
2021
Q1 | $909K | Hold |
3,690
| – | – | 0.02% | 223 |
|
|
2020
Q4 | $1.01M | Hold |
3,690
| – | – | 0.02% | 214 |
|
|
2020
Q3 | $873K | Hold |
3,690
| – | – | 0.02% | 211 |
|
|
2020
Q2 | $701K | Sell |
3,690
-135
| -4% | -$25.6K | 0.02% | 218 |
|
|
2020
Q1 | $631K | Hold |
3,825
| – | – | 0.02% | 219 |
|
|
2019
Q4 | $753K | Hold |
3,825
| – | – | 0.02% | 225 |
|
|
2019
Q3 | $688K | Hold |
3,825
| – | – | 0.02% | 231 |
|
|
2019
Q2 | $668K | Hold |
3,825
| – | – | 0.02% | 237 |
|
|
2019
Q1 | $728K | Hold |
3,825
| – | – | 0.02% | 221 |
|
|
2018
Q4 | $610K | Hold |
3,825
| – | – | 0.02% | 226 |
|
|
2018
Q3 | $732K | Sell |
3,825
-18
| -0.5% | -$3.45K | 0.02% | 219 |
|
|
2018
Q2 | $613K | Hold |
3,843
| – | – | 0.02% | 235 |
|
|
2018
Q1 | $529K | Buy |
3,843
+18
| +0.5% | +$2.48K | 0.01% | 243 |
|
|
2017
Q4 | $466K | Hold |
3,825
| – | – | 0.01% | 252 |
|
|
2017
Q3 | $445K | Hold |
3,825
| – | – | 0.01% | 255 |
|
|
2017
Q2 | $397K | Hold |
3,825
| – | – | 0.01% | 267 |
|
|
2017
Q1 | $326K | Hold |
3,825
| – | – | 0.01% | 278 |
|
|
2016
Q4 | $269K | Hold |
3,825
| – | – | 0.01% | 299 |
|
|
2016
Q3 | $308K | Hold |
3,825
| – | – | 0.01% | 250 |
|
|
2016
Q2 | $281K | Hold |
3,825
| – | – | 0.01% | 288 |
|
|
2016
Q1 | $255K | Hold |
3,825
| – | – | 0.01% | 299 |
|
|
2015
Q4 | $232K | Buy |
+3,825
| New | +$232K | 0.01% | 299 |
|
|
2015
Q3 | – | Sell |
-4,275
| Closed | -$230K | – | 334 |
|
|
2015
Q2 | $230K | Buy |
4,275
+540
| +14% | +$29.1K | 0.01% | 314 |
|
|
2015
Q1 | $210K | Sell |
3,735
-225
| -6% | -$12.7K | 0.01% | 317 |
|
|
2014
Q4 | $233K | Buy |
+3,960
| New | +$233K | 0.01% | 321 |
|