WF
WoodTrust Financial’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
4,160
-300
| -7% | -$163K | 0.29% | 49 |
|
|
2025
Q1 | $2.21M | Buy |
4,460
+250
| +6% | +$124K | 0.31% | 50 |
|
|
2024
Q4 | $2.2M | Sell |
4,210
-2
| -0% | -$1.04K | 0.31% | 51 |
|
|
2024
Q3 | $2.07M | Hold |
4,212
| – | – | 0.29% | 57 |
|
|
2024
Q2 | $1.87M | Sell |
4,212
-50
| -1% | -$22.2K | 0.29% | 61 |
|
|
2024
Q1 | $1.7K | Buy |
4,262
+2
| +0% | +$1 | 0.27% | 64 |
|
|
2023
Q4 | $1.44M | Sell |
4,260
-162
| -4% | -$54.6K | 0.25% | 64 |
|
|
2023
Q3 | $1.29M | Buy |
4,422
+162
| +4% | +$47.3K | 0.25% | 64 |
|
|
2023
Q2 | $1.46M | Hold |
4,260
| – | – | 0.27% | 63 |
|
|
2023
Q1 | $1.09M | Hold |
4,260
| – | – | 0.21% | 75 |
|
|
2022
Q4 | $1.13M | Sell |
4,260
-805
| -16% | -$214K | 0.23% | 67 |
|
|
2022
Q3 | $950K | Hold |
5,065
| – | – | 0.21% | 75 |
|
|
2022
Q2 | $1.02M | Buy |
5,065
+1,920
| +61% | +$386K | 0.23% | 68 |
|
|
2022
Q1 | $949K | Buy |
3,145
+950
| +43% | +$287K | 0.19% | 76 |
|
|
2021
Q4 | $788K | Buy |
2,195
+1,470
| +203% | +$528K | 0.16% | 80 |
|
|
2021
Q3 | $720K | Buy |
725
+290
| +67% | +$288K | 0.17% | 74 |
|
|
2021
Q2 | $400K | Buy |
435
+135
| +45% | +$124K | 0.11% | 72 |
|
|
2021
Q1 | $222K | Sell |
300
-30
| -9% | -$22.2K | 0.07% | 93 |
|
|
2020
Q4 | $270K | Sell |
330
-25
| -7% | -$20.5K | 0.08% | 78 |
|
|
2020
Q3 | $252K | Hold |
355
| – | – | 0.09% | 85 |
|
|
2020
Q2 | $202K | Buy |
+355
| New | +$202K | 0.08% | 85 |
|