Avalon Trust’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
$392K Hold
2025
Q1
$357K Hold
2024
Q4
$376K Buy
2024
Q3
$273K Sell
2024
Q2
$269K Sell
2024
Q1
$281K Hold
2023
Q4
$237K Hold
2023
Q3
$205K Hold
2023
Q2
$240K Hold
2023
Q1
$180K Buy