Alta Advisers’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 | $968K | Buy |
1,781
+100
| +6% | +$54.3K | 0.34% | 52 |
|
2025
Q1 | $833K | Buy |
1,681
+500
| +42% | +$248K | 0.35% | 53 |
|
2024
Q4 | $616K | Buy |
1,181
+181
| +18% | +$94.5K | 0.39% | 47 |
|
2024
Q3 | $491K | Hold |
1,000
| – | – | 0.22% | 53 |
|
2024
Q2 | $445K | Hold |
1,000
| – | – | 0.21% | 52 |
|
2024
Q1 | $399K | Hold |
1,000
| – | – | 0.2% | 60 |
|
2023
Q4 | $337K | Hold |
1,000
| – | – | 0.18% | 68 |
|
2023
Q3 | $292K | Hold |
1,000
| – | – | 0.17% | 69 |
|
2023
Q2 | $342K | Hold |
1,000
| – | – | 0.19% | 61 |
|
2023
Q1 | $255K | Hold |
1,000
| – | – | 0.15% | 81 |
|
2022
Q4 | $265K | Hold |
1,000
| – | – | 0.16% | 78 |
|
2022
Q3 | $187K | Buy |
+1,000
| New | +$187K | 0.12% | 95 |
|