Atria Wealth Solutions’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	$2.39M	Sell	4,402 -2,992	-40%	-$1.56M	0.05%	370
2025 Q1	$3.66M	Sell	7,394 -1,497	-17%	-$828K	0.04%	433
2024 Q4	$4.64M	Sell	8,891 -6,304	-41%	-$3.28M	0.05%	371
2024 Q3	$7.46M	Buy	15,195 +1,064	+8%	+$495K	0.08%	260
2024 Q2	$6.29M	Sell	14,131 -442	-3%	-$176K	0.07%	289
2024 Q1	$5.82M	Buy	14,573 +441	+3%	+$167K	0.07%	297
2023 Q4	$4.77M	Buy	14,132 +801	+6%	+$239K	0.06%	325
2023 Q3	$3.9M	Sell	13,331 -320	-2%	-$99.9K	0.05%	353
2023 Q2	$4.67M	Buy	13,651 +1,101	+9%	+$333K	0.06%	304
2023 Q1	$3.21M	Buy	12,550 +360	+3%	+$88.7K	0.05%	392
2022 Q4	$3.23M	Buy	12,190 +705	+6%	+$172K	0.05%	362
2022 Q3	$2.15M	Buy	11,485 +139	+1%	+$29.9K	0.04%	459
2022 Q2	$2.28M	Buy	11,346 +1,145	+11%	+$269K	0.05%	397
2022 Q1	$3.08M	Buy	+10,201	New	+$2.98M	0.05%	361