West Oak Capital’s Intuitive Surgical ISRG Stock Holding History

West Oak Capital’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$326	Hold	60	–	–	0.01%	190
2025 Q1	$297	Hold	60	–	–	0.01%	197
2024 Q4	$313K	Hold	60	–	–	0.01%	195
2024 Q3	$295	Hold	60	–	–	0.01%	202
2024 Q2	$26.7K	Hold	60	–	–	0.01%	207
2024 Q1	$24K	Hold	60	–	–	0.01%	199
2023 Q4	$22K	Hold	60	–	–	0.01%	204
2023 Q3	$18K	Hold	60	–	–	0.01%	208
2023 Q2	$20.5K	Hold	60	–	–	0.01%	204
2023 Q1	$15.3K	Hold	60	–	–	0.01%	218
2022 Q4	$16K	Hold	60	–	–	0.01%	193
2022 Q3	$11K	Hold	60	–	–	0.01%	236
2022 Q2	$12K	Hold	60	–	–	0.01%	235
2022 Q1	$18K	Hold	60	–	–	0.01%	227
2021 Q4	$22K	Sell	60 -12	-17%	-$4.4K	0.01%	225
2021 Q3	$24K	Hold	72	–	–	0.01%	229
2021 Q2	$22K	Hold	72	–	–	0.01%	232
2021 Q1	$18K	Hold	72	–	–	0.01%	234
2020 Q4	$20K	Hold	72	–	–	0.01%	221
2020 Q3	$17K	Sell	72 -90	-56%	-$21.3K	0.01%	206
2020 Q2	$31K	Hold	162	–	–	0.02%	187
2020 Q1	$27K	Hold	162	–	–	0.02%	184
2019 Q4	$32K	Hold	162	–	–	0.02%	191
2019 Q3	$29K	Hold	162	–	–	0.02%	200
2019 Q2	$28K	Hold	162	–	–	0.02%	211
2019 Q1	$31K	Hold	162	–	–	0.02%	195
2018 Q4	$25.9K	Hold	162	–	–	0.02%	195
2018 Q3	$31K	Hold	162	–	–	0.02%	206
2018 Q2	$25.8K	Sell	162 -162	-50%	-$25.8K	0.02%	212
2018 Q1	$44.6K	Hold	324	–	–	0.03%	190
2017 Q4	$39.4K	Hold	324	–	–	0.02%	180
2017 Q3	$37.7K	Hold	324	–	–	0.02%	200
2017 Q2	$33.7K	Hold	324	–	–	0.02%	211
2017 Q1	$27.6K	Buy	+324	New	+$27.6K	0.02%	219
2016 Q4	–	Sell	-180	Closed	-$14.5K	–	364
2016 Q3	$14.5K	Buy	+180	New	+$14.5K	0.01%	273
2014 Q3	–	Sell	-90	Closed	-$4.12K	–	312
2014 Q2	$4.12K	Hold	90	–	–	﹤0.01%	240
2014 Q1	$4.38K	Hold	90	–	–	﹤0.01%	237
2013 Q4	$3.84K	Sell	90 -5,220	-98%	-$223K	﹤0.01%	242
2013 Q3	$222K	Sell	5,310 -11,124	-68%	-$465K	0.17%	93
2013 Q2	$924K	Buy	+16,434	New	+$924K	0.77%	53