WCM
Whitener Capital Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.32M | Buy |
6,118
+39
| +0.6% | +$21.2K | 0.88% | 28 |
|
|
2025
Q1 | $3.01M | Buy |
6,079
+808
| +15% | +$400K | 0.85% | 30 |
|
|
2024
Q4 | $2.75M | Hold |
5,271
| – | – | 0.77% | 30 |
|
|
2024
Q3 | $2.59M | Sell |
5,271
-163
| -3% | -$80.1K | 0.73% | 32 |
|
|
2024
Q2 | $2.42M | Buy |
5,434
+35
| +0.6% | +$15.6K | 0.73% | 33 |
|
|
2024
Q1 | $2.15M | Buy |
5,399
+180
| +3% | +$71.8K | 0.71% | 33 |
|
|
2023
Q4 | $1.76M | Sell |
5,219
-50
| -0.9% | -$16.9K | 0.64% | 36 |
|
|
2023
Q3 | $1.54M | Buy |
5,269
+30
| +0.6% | +$8.77K | 0.62% | 40 |
|
|
2023
Q2 | $1.79M | Sell |
5,239
-100
| -2% | -$34.2K | 0.69% | 35 |
|
|
2023
Q1 | $1.36M | Sell |
5,339
-30
| -0.6% | -$7.66K | 0.57% | 45 |
|
|
2022
Q4 | $1.42M | Buy |
5,369
+570
| +12% | +$151K | 0.62% | 42 |
|
|
2022
Q3 | $899K | Sell |
4,799
-322
| -6% | -$60.3K | 0.43% | 54 |
|
|
2022
Q2 | $1.03M | Sell |
5,121
-304
| -6% | -$61K | 0.46% | 50 |
|
|
2022
Q1 | $1.64M | Sell |
5,425
-23
| -0.4% | -$6.94K | 0.61% | 42 |
|
|
2021
Q4 | $1.96M | Buy |
5,448
+3,684
| +209% | +$1.32M | 0.7% | 37 |
|
|
2021
Q3 | $1.44M | Sell |
1,764
-12
| -0.7% | -$9.82K | 0.66% | 41 |
|
|
2021
Q2 | $1.63M | Buy |
1,776
+2
| +0.1% | +$1.84K | 0.65% | 41 |
|
|
2021
Q1 | $1.31M | Buy |
1,774
+10
| +0.6% | +$7.38K | 0.57% | 51 |
|
|
2020
Q4 | $1.44M | Sell |
1,764
-65
| -4% | -$53.2K | 0.66% | 41 |
|
|
2020
Q3 | $1.3M | Sell |
1,829
-150
| -8% | -$106K | 0.62% | 45 |
|
|
2020
Q2 | $1.13M | Buy |
1,979
+130
| +7% | +$74K | 0.59% | 47 |
|
|
2020
Q1 | $915K | Sell |
1,849
-192
| -9% | -$95K | 0.59% | 46 |
|
|
2019
Q4 | $1.21M | Buy |
2,041
+80
| +4% | +$47.3K | 0.63% | 45 |
|
|
2019
Q3 | $1.06M | Hold |
1,961
| – | – | 0.58% | 44 |
|
|
2019
Q2 | $1.03M | Buy |
1,961
+30
| +2% | +$15.7K | 0.58% | 44 |
|
|
2019
Q1 | $1.1M | Buy |
1,931
+100
| +5% | +$57K | 0.72% | 36 |
|
|
2018
Q4 | $876K | Buy |
1,831
+25
| +1% | +$12K | 0.65% | 42 |
|
|
2018
Q3 | $1.04M | Sell |
1,806
-100
| -5% | -$57.4K | 0.68% | 36 |
|
|
2018
Q2 | $911K | Sell |
1,906
-10
| -0.5% | -$4.78K | 0.72% | 38 |
|
|
2018
Q1 | $790K | Sell |
1,916
-5
| -0.3% | -$2.06K | 0.6% | 45 |
|
|
2017
Q4 | $701K | Buy |
+1,921
| New | +$701K | 0.6% | 48 |
|