Westwind Capital’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 | $29.6M | Buy |
54,391
+154
| +0.3% | +$83.7K | 6.04% | 4 |
|
2025
Q1 | $26.9M | Buy |
54,237
+180
| +0.3% | +$89.1K | 6.69% | 3 |
|
2024
Q4 | $28.2M | Sell |
54,057
-277
| -0.5% | -$145K | 6.16% | 5 |
|
2024
Q3 | $26.7M | Buy |
54,334
+21,963
| +68% | +$10.8M | 6.48% | 4 |
|
2024
Q2 | $24.5M | Sell |
32,371
-22,734
| -41% | -$17.2M | 6.09% | 5 |
|
2024
Q1 | $22M | Sell |
55,105
-3,266
| -6% | -$1.3M | 5.57% | 6 |
|
2023
Q4 | $19.7M | Buy |
58,371
+399
| +0.7% | +$135K | 5.37% | 9 |
|
2023
Q3 | $16.9M | Buy |
57,972
+414
| +0.7% | +$121K | 5.21% | 11 |
|
2023
Q2 | $19.7M | Sell |
57,558
-22,655
| -28% | -$7.75M | 5.51% | 9 |
|
2023
Q1 | $20.5M | Sell |
80,213
-1,105
| -1% | -$282K | 6.55% | 6 |
|
2022
Q4 | $21.6M | Sell |
81,318
-250
| -0.3% | -$66.3K | 7.34% | 3 |
|
2022
Q3 | $15.3M | Buy |
81,568
+696
| +0.9% | +$130K | 5.36% | 6 |
|
2022
Q2 | $16.2M | Buy |
80,872
+587
| +0.7% | +$118K | 5.31% | 6 |
|
2022
Q1 | $24.2M | Buy |
80,285
+1,281
| +2% | +$386K | 6.52% | 4 |
|
2021
Q4 | $28.4M | Buy |
79,004
+2,318
| +3% | +$833K | 7.03% | 4 |
|
2021
Q3 | $25.4M | Buy |
76,686
+906
| +1% | +$300K | 6.76% | 4 |
|
2021
Q2 | $23.2M | Buy |
75,780
+150
| +0.2% | +$46K | 5.58% | 9 |
|
2021
Q1 | $18.6M | Buy |
75,630
+2,748
| +4% | +$677K | 5.39% | 8 |
|
2020
Q4 | $19.9M | Sell |
72,882
-96
| -0.1% | -$26.2K | 5.79% | 11 |
|
2020
Q3 | $17.3M | Buy |
72,978
+909
| +1% | +$215K | 5.81% | 7 |
|
2020
Q2 | $13.7M | Buy |
72,069
+1,830
| +3% | +$348K | 5.19% | 11 |
|
2020
Q1 | $11.6M | Buy |
70,239
+4,464
| +7% | +$737K | 5.99% | 9 |
|
2019
Q4 | $13M | Sell |
65,775
-318
| -0.5% | -$62.7K | 6.3% | 6 |
|
2019
Q3 | $11.9M | Buy |
66,093
+1,209
| +2% | +$218K | 6.28% | 6 |
|
2019
Q2 | $11.3M | Buy |
64,884
+3,081
| +5% | +$539K | 6.44% | 4 |
|
2019
Q1 | $11.8M | Buy |
61,803
+1,728
| +3% | +$329K | 6.93% | 5 |
|
2018
Q4 | $9.59M | Buy |
60,075
+2,154
| +4% | +$344K | 6.88% | 4 |
|
2018
Q3 | $11.1M | Buy |
57,921
+723
| +1% | +$138K | 6.99% | 5 |
|
2018
Q2 | $9.12M | Sell |
57,198
-32,304
| -36% | -$5.15M | 6.92% | 6 |
|
2018
Q1 | $12.3M | Buy |
89,502
+213
| +0.2% | +$29.3K | 9.87% | 2 |
|
2017
Q4 | $10.9M | Buy |
+89,289
| New | +$10.9M | 10.24% | 2 |
|