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