Alera Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Alera Investment Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$962K	Buy
2024 Q2	$796K	Sell
2024 Q1	$1.25M	Sell
2023 Q4	$1.06M	Buy
2019 Q2	–	Sell
2019 Q1	$25K	Buy
2018 Q4	$18K	Buy