Whittier Trust’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 | $45.3M | Buy |
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|
2025
Q2 | $50.5M | Buy |
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|
2025
Q1 | $32.5M | Buy |
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|
2024
Q4 | $33.3M | Buy |
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|
2024
Q3 | $20.9M | Buy |
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|
2024
Q2 | $4.1M | Buy |
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|
2024
Q1 | $3.66M | Buy |
|
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|
2023
Q4 | $3.01M | Sell |
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|
2023
Q3 | $2.62M | Buy |
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|
2023
Q2 | $3.07M | Sell |
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|
2023
Q1 | $2.32M | Sell |
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|
2022
Q4 | $2.41M | Sell |
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|
2022
Q3 | $1.76M | Buy |
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|
2022
Q2 | $1.78M | Sell |
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|
2022
Q1 | $2.68M | Buy |
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|
2021
Q4 | $3.15M | Hold |
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|
2021
Q3 | $2.9M | Buy |
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|
2021
Q2 | $2.66M | Sell |
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|
2021
Q1 | $2.27M | Buy |
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|
2020
Q4 | $2.51M | Sell |
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|
2020
Q3 | $2.22M | Hold |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.54M | Buy |
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|
2019
Q4 | $1.83M | Buy |
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|
2019
Q3 | $1.66M | Hold |
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|
2019
Q2 | $1.61M | Hold |
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|
2019
Q1 | $1.76M | Hold |
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|
2018
Q4 | $1.47M | Hold |
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|
2018
Q3 | $1.77M | Hold |
|
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|
2018
Q2 | $1.47M | Sell |
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|
2018
Q1 | $1.43M | Hold |
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|
2017
Q4 | $1.27M | Hold |
|
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|
2017
Q3 | $1.21M | Sell |
|
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|
2017
Q2 | $1.1M | Sell |
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|
2017
Q1 | $926K | Hold |
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|
2016
Q4 | $766K | Sell |
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|
2016
Q3 | $883K | Sell |
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|
2016
Q2 | $946K | Sell |
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|
2016
Q1 | $904K | Buy |
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|
2015
Q4 | $788K | Sell |
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|
2015
Q3 | $710K | Buy |
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|
2015
Q2 | $450K | Buy |
|
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|
2015
Q1 | $366K | Buy |
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|
2014
Q4 | $319K | Buy |
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|
2014
Q3 | $268K | Hold |
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|
2014
Q2 | $238K | Sell |
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|
2014
Q1 | $297K | Sell |
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|
2013
Q4 | $388K | Hold |
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|
2013
Q3 | $381K | Hold |
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|
2013
Q2 | $512K | Buy |
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