Allegheny Financial Group’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
Q2
$1.1M Buy
2025
Q1
$1M Sell
2024
Q4
$1.09M Hold
2024
Q3
$1.03M Hold
2024
Q2
$928K Buy
2024
Q1
$831K Sell
2023
Q4
$829K Hold
2023
Q3
$718K Buy
2023
Q2
$833K Sell
2023
Q1
$625K Hold
2022
Q4
$650K Hold
2022
Q3
$458K Buy