Wisconsin Capital Management’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 | $4.11M | Sell |
7,563
-824
| -10% | -$448K | 2.27% | 16 |
|
|
2025
Q1 | $4.15M | Sell |
8,387
-1,229
| -13% | -$609K | 2.65% | 17 |
|
|
2024
Q4 | $5.02M | Sell |
9,616
-109
| -1% | -$56.9K | 2.76% | 13 |
|
|
2024
Q3 | $4.78M | Hold |
9,725
| – | – | 2.51% | 16 |
|
|
2024
Q2 | $4.33M | Buy |
9,725
+2,010
| +26% | +$894K | 2.19% | 20 |
|
|
2024
Q1 | $3.08M | Buy |
7,715
+260
| +3% | +$104K | 1.62% | 30 |
|
|
2023
Q4 | $2.52M | Buy |
7,455
+428
| +6% | +$144K | 1.49% | 29 |
|
|
2023
Q3 | $2.05M | Buy |
7,027
+457
| +7% | +$134K | 1.36% | 30 |
|
|
2023
Q2 | $2.25M | Hold |
6,570
| – | – | 1.45% | 30 |
|
|
2023
Q1 | $1.68M | Buy |
6,570
+3,378
| +106% | +$863K | 1.14% | 32 |
|
|
2022
Q4 | $847K | Hold |
3,192
| – | – | 0.64% | 34 |
|
|
2022
Q3 | $598K | Sell |
3,192
-14,726
| -82% | -$2.76M | 0.47% | 39 |
|
|
2022
Q2 | $3.6M | Buy |
17,918
+1,094
| +7% | +$220K | 2.42% | 17 |
|
|
2022
Q1 | $5.08M | Sell |
16,824
-1,891
| -10% | -$570K | 2.45% | 16 |
|
|
2021
Q4 | $6.72M | Buy |
18,715
+625
| +3% | +$225K | 2.77% | 16 |
|
|
2021
Q3 | $6M | Sell |
18,090
-1,170
| -6% | -$388K | 2.46% | 17 |
|
|
2021
Q2 | $5.9M | Sell |
19,260
-1,872
| -9% | -$574K | 2.31% | 19 |
|
|
2021
Q1 | $5.21M | Sell |
21,132
-5,223
| -20% | -$1.29M | 2.15% | 20 |
|
|
2020
Q4 | $7.19M | Buy |
26,355
+7,032
| +36% | +$1.92M | 2.77% | 17 |
|
|
2020
Q3 | $4.57M | Buy |
+19,323
| New | +$4.57M | 2.11% | 25 |
|
|
2020
Q1 | – | Sell |
-33,204
| Closed | -$6.54M | – | 55 |
|
|
2019
Q4 | $6.54M | Buy |
33,204
+1,380
| +4% | +$272K | 3.2% | 10 |
|
|
2019
Q3 | $5.73M | Sell |
31,824
-705
| -2% | -$127K | 3.04% | 9 |
|
|
2019
Q2 | $5.69M | Buy |
32,529
+11,064
| +52% | +$1.93M | 3.05% | 8 |
|
|
2019
Q1 | $4.08M | Sell |
21,465
-360
| -2% | -$68.5K | 3.64% | 3 |
|
|
2018
Q4 | $3.48M | Buy |
+21,825
| New | +$3.48M | 3.69% | 4 |
|
|
2014
Q4 | $4.8M | Buy |
81,657
+16,245
| +25% | +$955K | 1.71% | 22 |
|
|
2014
Q3 | $3.36M | Buy |
65,412
+1,530
| +2% | +$78.5K | 1.24% | 34 |
|
|
2014
Q2 | $2.92M | Buy |
63,882
+23,877
| +60% | +$1.09M | 1.07% | 43 |
|
|
2014
Q1 | $1.95M | Buy |
40,005
+30,285
| +312% | +$1.47M | 0.75% | 50 |
|
|
2013
Q4 | $415K | Buy |
+9,720
| New | +$415K | 0.16% | 80 |
|