Woodley Farra Manion Portfolio 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 | – | Sell |
-511
| Closed | -$253K | – | 118 |
|
|
2025
Q1 | $253K | Buy |
511
+21
| +4% | +$10.4K | 0.01% | 97 |
|
|
2024
Q4 | $256K | Sell |
490
-20
| -4% | -$10.4K | 0.01% | 92 |
|
|
2024
Q3 | $251K | Hold |
510
| – | – | 0.01% | 90 |
|
|
2024
Q2 | $227K | Sell |
510
-89
| -15% | -$39.6K | 0.01% | 91 |
|
|
2024
Q1 | $239K | Sell |
599
-100
| -14% | -$39.9K | 0.01% | 93 |
|
|
2023
Q4 | $236K | Sell |
699
-140
| -17% | -$47.2K | 0.01% | 89 |
|
|
2023
Q3 | $245K | Hold |
839
| – | – | 0.02% | 89 |
|
|
2023
Q2 | $287K | Buy |
+839
| New | +$287K | 0.02% | 84 |
|
|
2020
Q3 | – | Sell |
-525
| Closed | -$100K | – | 240 |
|
|
2020
Q2 | $100K | Hold |
525
| – | – | 0.01% | 116 |
|
|
2020
Q1 | $87K | Buy |
525
+45
| +9% | +$7.46K | 0.01% | 124 |
|
|
2019
Q4 | $95K | Buy |
+480
| New | +$95K | 0.01% | 139 |
|