Autumn Glory Partners’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 | $434K | Hold |
799
| – | – | 0.2% | 124 |
|
|
2025
Q1 | $396K | Sell |
799
-91
| -10% | -$45.1K | 0.2% | 120 |
|
|
2024
Q4 | $465K | Sell |
890
-944
| -51% | -$493K | 0.23% | 103 |
|
|
2024
Q3 | $902K | Buy |
1,834
+1,084
| +145% | +$533K | 0.35% | 78 |
|
|
2024
Q2 | $334K | Hold |
750
| – | – | 0.17% | 118 |
|
|
2024
Q1 | $299K | Hold |
750
| – | – | 0.15% | 122 |
|
|
2023
Q4 | $272K | Buy |
+750
| New | +$272K | 0.15% | 132 |
|
|
2023
Q3 | – | Sell |
-595
| Closed | -$203K | – | 162 |
|
|
2023
Q2 | $203K | Buy |
+595
| New | +$203K | 0.15% | 131 |
|