AmeriServ Wealth Advisors’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 | – | Sell |
-642
| Closed | -$318K | – | 61 |
|
|
2025
Q1 | $318K | Sell |
642
-4
| -0.6% | -$1.98K | 0.18% | 47 |
|
|
2024
Q4 | $337K | Buy |
+646
| New | +$337K | 0.18% | 47 |
|
|
2013
Q4 | – | Sell |
-6,660
| Closed | -$278K | – | 187 |
|
|
2013
Q3 | $278K | Sell |
6,660
-738
| -10% | -$30.8K | 0.18% | 137 |
|
|
2013
Q2 | $416K | Buy |
+7,398
| New | +$416K | 0.27% | 107 |
|