WDA
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Wendell David Associates’s Intuitive Surgical ISRG Stock Holding History

Wendell David Associates’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.95M Hold
7,275
– – 0.4% 55
2025
Q1 		$3.6M Hold
7,275
– – 0.36% 55
2024
Q4 		$3.8M Hold
7,275
– – 0.38% 54
2024
Q3 		$3.57M Hold
7,275
– – 0.34% 56
2024
Q2 		$3.24M Hold
7,275
– – 0.33% 58
2024
Q1 		$2.9M Hold
7,275
– – 0.29% 66
2023
Q4 		$2.45M Sell
7,275
-300
-4% -$101K 0.26% 69
2023
Q3 		$2.21M Sell
7,575
-225
-3% -$65.8K 0.26% 67
2023
Q2 		$2.67M Hold
7,800
– – 0.3% 67
2023
Q1 		$1.99M Hold
7,800
– – 0.24% 74
2022
Q4 		$2.07M Hold
7,800
– – 0.25% 72
2022
Q3 		$1.46M Hold
7,800
– – 0.2% 76
2022
Q2 		$1.57M Hold
7,800
– – 0.2% 75
2022
Q1 		$2.35M Hold
7,800
– – 0.26% 71
2021
Q4 		$2.8M Buy
7,800
+5,175
+197% +$1.86M 0.28% 69
2021
Q3 		$2.61M Hold
2,625
– – 0.29% 67
2021
Q2 		$2.41M Hold
2,625
– – 0.27% 71
2021
Q1 		$1.94M Hold
2,625
– – 0.23% 73
2020
Q4 		$2.15M Hold
2,625
– – 0.26% 70
2020
Q3 		$1.86M Hold
2,625
– – 0.25% 72
2020
Q2 		$1.5M Hold
2,625
– – 0.22% 74
2020
Q1 		$1.3M Sell
2,625
-45
-2% -$22.3K 0.22% 74
2019
Q4 		$1.58M Hold
2,670
– – 0.22% 79
2019
Q3 		$1.44M Sell
2,670
-35
-1% -$18.9K 0.21% 79
2019
Q2 		$1.42M Sell
2,705
-1
-0% -$525 0.21% 80
2019
Q1 		$1.54M Sell
2,706
-139
-5% -$79.3K 0.24% 81
2018
Q4 		$1.36M Buy
2,845
+10
+0.4% +$4.79K 0.25% 82
2018
Q3 		$1.63M Buy
2,835
+15
+0.5% +$8.61K 0.25% 82
2018
Q2 		$1.35M Hold
2,820
– – 0.23% 84
2018
Q1 		$1.16M Sell
2,820
-75
-3% -$31K 0.21% 88
2017
Q4 		$1.06M Buy
2,895
+1,930
+200% +$705K 0.18% 95
2017
Q3 		$1.01M Hold
965
– – 0.18% 95
2017
Q2 		$903K Hold
965
– – 0.17% 94
2017
Q1 		$740K Hold
965
– – 0.14% 100
2016
Q4 		$612K Sell
965
-55
-5% -$34.9K 0.12% 106
2016
Q3 		$739K Hold
1,020
– – 0.15% 100
2016
Q2 		$674K Hold
1,020
– – 0.13% 101
2016
Q1 		$613K Hold
1,020
– – 0.12% 105
2015
Q4 		$557K Hold
1,020
– – 0.11% 108
2015
Q3 		$469K Hold
1,020
– – 0.1% 114
2015
Q2 		$495K Hold
1,020
– – 0.1% 119
2015
Q1 		$515K Hold
1,020
– – 0.1% 118
2014
Q4 		$540K Sell
1,020
-10
-1% -$5.29K 0.11% 116
2014
Q3 		$476K Hold
1,030
– – 0.1% 116
2014
Q2 		$424K Sell
1,030
-90
-8% -$37K 0.09% 115
2014
Q1 		$491K Sell
1,120
-35
-3% -$15.3K 0.11% 114
2013
Q4 		$444K Hold
1,155
– – 0.1% 112
2013
Q3 		$434K Buy
1,155
+80
+7% +$30.1K 0.1% 113
2013
Q2 		$544K Buy
+1,075
New +$544K 0.14% 107