Avalon Investment & Advisory’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$265K Sell
2022
Q4
$698K Sell
2022
Q3
$586K Sell
2022
Q2
$730K Sell
2022
Q1
$1.78M Buy
2021
Q4
$1.39M Sell
2021
Q3
$2.01M Buy
2021
Q2
$1.76M Buy
2021
Q1
$1.35M Buy
2020
Q4
$1.26M Buy
2020
Q3
$866K Buy
2020
Q2
$585K Buy