Whitney & Co’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
$263K Buy
2025
Q2
$319K Sell
2025
Q1
$376K Buy
2024
Q4
$308K Hold
2024
Q3
$290K Hold
2024
Q2
$263K Hold
2024
Q1
$236K Buy
2023
Q3
Sell
2023
Q2
$204K Buy
2018
Q4
Sell
2018
Q3
$81K Hold
2018
Q2
$72K Hold
2018
Q1
$62K Buy