ZWJ Investment Counsel’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 | $479K | Sell |
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|
2025
Q2 | $625K | Buy |
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|
2025
Q1 | $541K | Hold |
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|
2024
Q4 | $571K | Hold |
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|
2024
Q3 | $537K | Hold |
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|
2024
Q2 | $486K | Sell |
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|
2024
Q1 | $447K | Hold |
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|
2023
Q4 | $378K | Buy |
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|
2023
Q3 | $326K | Buy |
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|
2023
Q2 | $323K | Hold |
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|
2023
Q1 | $242K | Sell |
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|
2022
Q4 | $253K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $224K | Hold |
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|
2022
Q1 | $337K | Sell |
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|
2021
Q4 | $455K | Hold |
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|
2021
Q3 | $420K | Buy |
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|
2021
Q2 | $345K | Hold |
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|
2021
Q1 | $277K | Sell |
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|
2020
Q4 | $348K | Hold |
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|
2020
Q3 | $302K | Hold |
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|
2020
Q2 | $242K | Sell |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $373K | Buy |
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|
2019
Q3 | $243K | Sell |
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|
2019
Q2 | $242K | Buy |
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|
2019
Q1 | $257K | Sell |
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|
2018
Q4 | $237K | Sell |
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|
2018
Q3 | $286K | Sell |
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|
2018
Q2 | $280K | Sell |
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|
2018
Q1 | $261K | Sell |
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|
2017
Q4 | $557K | Hold |
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|
2017
Q3 | $532K | Sell |
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|
2017
Q2 | $687K | Sell |
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|
2017
Q1 | $583K | Buy |
|