AMG National Trust Bank’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 | $1.24M | Sell |
2,280
-24
| -1% | -$13K | 0.03% | 268 |
|
|
2025
Q1 | $1.14M | Sell |
2,304
-87
| -4% | -$43.1K | 0.03% | 268 |
|
|
2024
Q4 | $1.25M | Buy |
2,391
+154
| +7% | +$80.4K | 0.03% | 249 |
|
|
2024
Q3 | $1.1M | Sell |
2,237
-37
| -2% | -$18.2K | 0.03% | 276 |
|
|
2024
Q2 | $1.01M | Buy |
2,274
+335
| +17% | +$149K | 0.03% | 292 |
|
|
2024
Q1 | $774K | Buy |
1,939
+105
| +6% | +$41.9K | 0.02% | 313 |
|
|
2023
Q4 | $619K | Buy |
1,834
+136
| +8% | +$45.9K | 0.02% | 323 |
|
|
2023
Q3 | $496K | Buy |
1,698
+35
| +2% | +$10.2K | 0.02% | 334 |
|
|
2023
Q2 | $569K | Buy |
1,663
+330
| +25% | +$113K | 0.02% | 331 |
|
|
2023
Q1 | $341K | Buy |
1,333
+174
| +15% | +$44.5K | 0.01% | 387 |
|
|
2022
Q4 | $308K | Sell |
1,159
-373
| -24% | -$99K | 0.01% | 388 |
|
|
2022
Q3 | $287K | Buy |
1,532
+257
| +20% | +$48.1K | 0.01% | 388 |
|
|
2022
Q2 | $293K | Buy |
1,275
+425
| +50% | +$97.7K | 0.01% | 376 |
|
|
2022
Q1 | $256K | Hold |
850
| – | – | 0.01% | 408 |
|
|
2021
Q4 | $305K | Buy |
+850
| New | +$305K | 0.01% | 393 |
|