Whitney & Co’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 | $319K | Sell |
587
-173
| -23% | -$94K | 0.03% | 109 |
|
|
2025
Q1 | $376K | Buy |
760
+169
| +29% | +$83.7K | 0.04% | 99 |
|
|
2024
Q4 | $308K | Hold |
591
| – | – | 0.03% | 103 |
|
|
2024
Q3 | $290K | Hold |
591
| – | – | 0.03% | 106 |
|
|
2024
Q2 | $263K | Hold |
591
| – | – | 0.03% | 107 |
|
|
2024
Q1 | $236K | Buy |
+591
| New | +$236K | 0.03% | 121 |
|
|
2023
Q3 | – | Sell |
-597
| Closed | -$204K | – | 124 |
|
|
2023
Q2 | $204K | Buy |
+597
| New | +$204K | 0.03% | 118 |
|
|
2018
Q4 | – | Sell |
-450
| Closed | -$81K | – | 270 |
|
|
2018
Q3 | $81K | Hold |
450
| – | – | 0.02% | 152 |
|
|
2018
Q2 | $72K | Hold |
450
| – | – | 0.02% | 145 |
|
|
2018
Q1 | $62K | Buy |
+450
| New | +$62K | 0.02% | 164 |
|