Adalta 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 | $204K | Hold |
375
| – | – | 0.1% | 70 |
|
|
2025
Q1 | $186K | Hold |
375
| – | – | 0.1% | 74 |
|
|
2024
Q4 | $196K | Hold |
375
| – | – | 0.1% | 71 |
|
|
2024
Q3 | $184K | Hold |
375
| – | – | 0.1% | 75 |
|
|
2024
Q2 | $167K | Hold |
375
| – | – | 0.09% | 78 |
|
|
2024
Q1 | $150K | Hold |
375
| – | – | 0.08% | 80 |
|
|
2023
Q4 | $127K | Hold |
375
| – | – | 0.08% | 80 |
|
|
2023
Q3 | $110K | Hold |
375
| – | – | 0.08% | 77 |
|
|
2023
Q2 | $128K | Hold |
375
| – | – | 0.09% | 73 |
|
|
2023
Q1 | $96K | Hold |
375
| – | – | 0.07% | 75 |
|
|
2022
Q4 | $100K | Hold |
375
| – | – | 0.07% | 80 |
|
|
2022
Q3 | $70K | Hold |
375
| – | – | 0.05% | 83 |
|
|
2022
Q2 | $75K | Buy |
+375
| New | +$75K | 0.05% | 90 |
|