West Oak Capital’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $268 | Hold |
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|
2025
Q2 | $326 | Hold |
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|
2025
Q1 | $297 | Hold |
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|
2024
Q4 | $313K | Hold |
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|
2024
Q3 | $295 | Hold |
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|
2024
Q2 | $26.7K | Hold |
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|
2024
Q1 | $24K | Hold |
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|
2023
Q4 | $22K | Hold |
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|
2023
Q3 | $18K | Hold |
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|
2023
Q2 | $20.5K | Hold |
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|
2023
Q1 | $15.3K | Hold |
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|
2022
Q4 | $16K | Hold |
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|
2022
Q3 | $11K | Hold |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $22K | Sell |
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|
2021
Q3 | $24K | Hold |
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|
2021
Q2 | $22K | Hold |
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|
2021
Q1 | $18K | Hold |
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|
2020
Q4 | $20K | Hold |
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|
2020
Q3 | $17K | Sell |
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|
2020
Q2 | $31K | Hold |
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|
2020
Q1 | $27K | Hold |
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|
2019
Q4 | $32K | Hold |
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|
2019
Q3 | $29K | Hold |
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|
2019
Q2 | $28K | Hold |
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|
2019
Q1 | $31K | Hold |
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|
2018
Q4 | $25.9K | Hold |
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|
2018
Q3 | $31K | Hold |
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|
2018
Q2 | $25.8K | Sell |
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|
2018
Q1 | $44.6K | Hold |
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|
2017
Q4 | $39.4K | Hold |
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|
2017
Q3 | $37.7K | Hold |
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|
2017
Q2 | $33.7K | Hold |
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|
2017
Q1 | $27.6K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $14.5K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $4.12K | Hold |
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|
2014
Q1 | $4.38K | Hold |
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|
2013
Q4 | $3.84K | Sell |
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|
2013
Q3 | $222K | Sell |
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|
2013
Q2 | $924K | Buy |
|