Alpha Family Trust’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 | $1.38M | Buy |
2,535
+410
| +19% | +$223K | 0.68% | 21 |
|
|
2025
Q1 | $1.05M | Hold |
2,125
| – | – | 0.61% | 30 |
|
|
2024
Q4 | $1.11M | Hold |
2,125
| – | – | 0.62% | 23 |
|
|
2024
Q3 | $1.04M | Hold |
2,125
| – | – | 0.58% | 29 |
|
|
2024
Q2 | $945K | Hold |
2,125
| – | – | 0.55% | 33 |
|
|
2024
Q1 | $848K | Hold |
2,125
| – | – | 0.51% | 36 |
|
|
2023
Q4 | $717K | Hold |
2,125
| – | – | 0.48% | 34 |
|
|
2023
Q3 | $621K | Hold |
2,125
| – | – | 0.47% | 41 |
|
|
2023
Q2 | $727K | Hold |
2,125
| – | – | 0.51% | 33 |
|
|
2023
Q1 | $543K | Sell |
2,125
-215
| -9% | -$54.9K | 0.43% | 45 |
|
|
2022
Q4 | $621K | Buy |
+2,340
| New | +$621K | 0.56% | 38 |
|