Wendell David Associates’s Intuitive Surgical ISRG Stock Holding History

Wendell David Associates’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$3.95M	Hold
2025 Q1	$3.6M	Hold
2024 Q4	$3.8M	Hold
2024 Q3	$3.57M	Hold
2024 Q2	$3.24M	Hold
2024 Q1	$2.9M	Hold
2023 Q4	$2.45M	Sell
2023 Q3	$2.21M	Sell
2023 Q2	$2.67M	Hold
2023 Q1	$1.99M	Hold
2022 Q4	$2.07M	Hold
2022 Q3	$1.46M	Hold
2022 Q2	$1.57M	Hold
2022 Q1	$2.35M	Hold
2021 Q4	$2.8M	Sell
2021 Q3	$2.61M	Hold
2021 Q2	$2.41M	Hold
2021 Q1	$1.94M	Hold
2020 Q4	$2.15M	Hold
2020 Q3	$1.86M	Hold
2020 Q2	$1.5M	Hold
2020 Q1	$1.3M	Sell
2019 Q4	$1.58M	Hold
2019 Q3	$1.44M	Sell
2019 Q2	$1.42M	Sell
2019 Q1	$1.54M	Sell
2018 Q4	$1.36M	Buy
2018 Q3	$1.63M	Buy
2018 Q2	$1.35M	Hold
2018 Q1	$1.16M	Sell
2017 Q4	$1.06M	Hold
2017 Q3	$1.01M	Hold
2017 Q2	$903K	Hold
2017 Q1	$740K	Hold
2016 Q4	$612K	Sell
2016 Q3	$739K	Hold
2016 Q2	$674K	Hold
2016 Q1	$613K	Hold
2015 Q4	$557K	Hold
2015 Q3	$469K	Hold
2015 Q2	$495K	Hold
2015 Q1	$515K	Hold
2014 Q4	$540K	Sell
2014 Q3	$476K	Hold
2014 Q2	$424K	Sell
2014 Q1	$491K	Sell
2013 Q4	$444K	Hold
2013 Q3	$434K	Buy
2013 Q2	$544K	Buy