Atria Wealth Solutions’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.39M | Sell |
4,402
-2,992
| -40% | -$1.63M | 0.05% | 370 |
|
|
2025
Q1 | $3.66M | Sell |
7,394
-1,497
| -17% | -$741K | 0.04% | 431 |
|
|
2024
Q4 | $4.64M | Sell |
8,891
-6,304
| -41% | -$3.29M | 0.05% | 369 |
|
|
2024
Q3 | $7.46M | Buy |
15,195
+1,064
| +8% | +$523K | 0.08% | 258 |
|
|
2024
Q2 | $6.29M | Sell |
14,131
-442
| -3% | -$197K | 0.07% | 288 |
|
|
2024
Q1 | $5.82M | Buy |
14,573
+441
| +3% | +$176K | 0.07% | 295 |
|
|
2023
Q4 | $4.77M | Buy |
14,132
+801
| +6% | +$270K | 0.06% | 324 |
|
|
2023
Q3 | $3.9M | Sell |
13,331
-320
| -2% | -$93.5K | 0.05% | 353 |
|
|
2023
Q2 | $4.67M | Buy |
13,651
+1,101
| +9% | +$376K | 0.06% | 304 |
|
|
2023
Q1 | $3.21M | Buy |
12,550
+360
| +3% | +$92K | 0.05% | 392 |
|
|
2022
Q4 | $3.23M | Buy |
12,190
+705
| +6% | +$187K | 0.05% | 362 |
|
|
2022
Q3 | $2.15M | Buy |
11,485
+139
| +1% | +$26.1K | 0.04% | 456 |
|
|
2022
Q2 | $2.28M | Buy |
11,346
+1,145
| +11% | +$230K | 0.04% | 381 |
|
|
2022
Q1 | $3.08M | Buy |
+10,201
| New | +$3.08M | 0.05% | 361 |
|