Wells Fargo’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
$576M Buy
1,060,480
+37,200
+4% +$20.2M 0.12% 157
2025
Q1
$507M Buy
1,023,280
+9,179
+0.9% +$4.55M 0.12% 161
2024
Q4
$529M Sell
1,014,101
-95,777
-9% -$50M 0.12% 157
2024
Q3
$545M Buy
1,109,878
+18,295
+2% +$8.99M 0.12% 150
2024
Q2
$486M Buy
1,091,583
+130,180
+14% +$57.9M 0.12% 158
2024
Q1
$384M Buy
961,403
+55,594
+6% +$22.2M 0.09% 191
2023
Q4
$306M Sell
905,809
-9,643
-1% -$3.25M 0.08% 212
2023
Q3
$268M Sell
915,452
-58,138
-6% -$17M 0.08% 217
2023
Q2
$333M Buy
973,590
+33,204
+4% +$11.4M 0.09% 198
2023
Q1
$240M Buy
940,386
+70,572
+8% +$18M 0.07% 237
2022
Q4
$231M Sell
869,814
-52,149
-6% -$13.8M 0.07% 234
2022
Q3
$173M Sell
921,963
-163,513
-15% -$30.6M 0.06% 282
2022
Q2
$218M Sell
1,085,476
-79,311
-7% -$15.9M 0.07% 244
2022
Q1
$351M Buy
1,164,787
+215,822
+23% +$65.1M 0.09% 198
2021
Q4
$341M Sell
948,965
-319,183
-25% -$115M 0.09% 205
2021
Q3
$420M Sell
1,268,148
-60,750
-5% -$20.1M 0.09% 203
2021
Q2
$407M Sell
1,328,898
-67,047
-5% -$20.6M 0.09% 207
2021
Q1
$344M Sell
1,395,945
-9,483
-0.7% -$2.34M 0.08% 239
2020
Q4
$383M Sell
1,405,428
-84,921
-6% -$23.2M 0.09% 211
2020
Q3
$352M Sell
1,490,349
-61,107
-4% -$14.5M 0.1% 196
2020
Q2
$295M Buy
1,551,456
+59,967
+4% +$11.4M 0.09% 227
2020
Q1
$246M Buy
1,491,489
+121,155
+9% +$20M 0.09% 223
2019
Q4
$270M Buy
1,370,334
+55,962
+4% +$11M 0.07% 265
2019
Q3
$237M Buy
1,314,372
+59,805
+5% +$10.8M 0.07% 290
2019
Q2
$219M Buy
1,254,567
+173,955
+16% +$30.4M 0.06% 305
2019
Q1
$206M Buy
1,080,612
+31,110
+3% +$5.92M 0.06% 313
2018
Q4
$168M Sell
1,049,502
-104,988
-9% -$16.8M 0.06% 332
2018
Q3
$221M Buy
1,154,490
+183,579
+19% +$35.1M 0.06% 305
2018
Q2
$155M Sell
970,911
-73,737
-7% -$11.8M 0.05% 412
2018
Q1
$144M Sell
1,044,648
-426,750
-29% -$58.7M 0.04% 439
2017
Q4
$179M Sell
1,471,398
-59,313
-4% -$7.22M 0.05% 363
2017
Q3
$178M Sell
1,530,711
-625,941
-29% -$72.7M 0.06% 356
2017
Q2
$224M Sell
2,156,652
-306,162
-12% -$31.8M 0.07% 278
2017
Q1
$210M Sell
2,462,814
-378,603
-13% -$32.2M 0.07% 287
2016
Q4
$200M Sell
2,841,417
-677,781
-19% -$47.8M 0.07% 284
2016
Q3
$283M Sell
3,519,198
-78,309
-2% -$6.31M 0.1% 207
2016
Q2
$264M Sell
3,597,507
-208,845
-5% -$15.3M 0.1% 211
2016
Q1
$254M Buy
3,806,352
+1,588,284
+72% +$106M 0.1% 224
2015
Q4
$135M Sell
2,218,068
-350,406
-14% -$21.3M 0.05% 380
2015
Q3
$131M Sell
2,568,474
-323,181
-11% -$16.5M 0.06% 370
2015
Q2
$156M Buy
2,891,655
+1,679,220
+138% +$90.4M 0.06% 356
2015
Q1
$68M Buy
1,212,435
+408,096
+51% +$22.9M 0.03% 642
2014
Q4
$47.3M Buy
804,339
+86,508
+12% +$5.08M 0.02% 788
2014
Q3
$36.8M Buy
717,831
+7,380
+1% +$379K 0.02% 897
2014
Q2
$32.5M Sell
710,451
-139,491
-16% -$6.38M 0.01% 984
2014
Q1
$41.4M Sell
849,942
-18,540
-2% -$902K 0.02% 851
2013
Q4
$37.1M Buy
868,482
+43,974
+5% +$1.88M 0.02% 893
2013
Q3
$34.5M Sell
824,508
-1,863,531
-69% -$77.9M 0.02% 879
2013
Q2
$151M Buy
+2,688,039
New +$151M 0.08% 301