WILLNER & HELLER, LLC

SEC CIK
0001927796

ISRG holding history

INTUITIVE SURGICAL INC

Every 13F filing in which WILLNER & HELLER, LLC reported holding ISRG, plus the quarters it sold out. Changes compare share counts with the previous calendar quarter.

ISRG overviewAll 13F holders of ISRGFull portfolio

WILLNER & HELLER, LLC: ISRG holding by quarter
QuarterSharesValue% of portfolioChange in sharesAction
Q2 20263,510$1.4M0.87%+125+3.7%Added
Q1 20263,385$1.56M1.16%+20+0.6%Added
Q4 20253,365$1.91M1.37%−71−2.1%Reduced
Q3 20253,436$1.54M1.18%00.0%Unchanged
Q2 20253,436$1.87M1.57%−217−5.9%Reduced
Q1 20253,653$1.81M1.67%−2−0.1%Reduced
Q4 20243,655$1.91M1.67%−220−5.7%Reduced
Q3 20243,875$1.9M1.70%00.0%Unchanged
Q2 20243,875$1.72M1.65%00.0%Unchanged
Q1 20243,875$1.55M1.54%−90−2.3%Reduced
Q4 20233,965$1.34M1.49%+3,965New
Q4 20224,197$1.11M1.58%+27+0.6%Added
Q3 20224,170$782K1.26%+70+1.7%Added
Q2 20224,100$823K1.28%+2,225+118.7%Added
Q1 20221,875$674K0.83%+1,250+200.0%Added
Q4 2021625$621K0.83%+625New