Ascent 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
$6.17M Buy
2025
Q1
$3.02M Buy
2024
Q4
$3.04M Buy
2024
Q3
$2.68M Buy
2024
Q2
$1.38M Sell
2024
Q1
$1.42M Buy
2023
Q4
$1.36M Buy
2023
Q3
$853K Sell
2023
Q2
$1.22M Buy
2023
Q1
$835K Buy
2022
Q4
$373K Buy
2022
Q3
$326K Buy
2022
Q2
$245K Buy
2022
Q1
$289K Buy
2021
Q4
$226K Buy