AT
Avalon Trust’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $392K | Hold |
721
| – | – | 0.03% | 106 |
|
|
2025
Q1 | $357K | Hold |
721
| – | – | 0.03% | 109 |
|
|
2024
Q4 | $376K | Buy |
721
+166
| +30% | +$86.6K | 0.03% | 102 |
|
|
2024
Q3 | $273K | Sell |
555
-50
| -8% | -$24.6K | 0.02% | 109 |
|
|
2024
Q2 | $269K | Sell |
605
-98
| -14% | -$43.6K | 0.02% | 109 |
|
|
2024
Q1 | $281K | Hold |
703
| – | – | 0.02% | 117 |
|
|
2023
Q4 | $237K | Hold |
703
| – | – | 0.02% | 116 |
|
|
2023
Q3 | $205K | Hold |
703
| – | – | 0.02% | 115 |
|
|
2023
Q2 | $240K | Hold |
703
| – | – | 0.02% | 117 |
|
|
2023
Q1 | $180K | Buy |
+703
| New | +$180K | 0.02% | 124 |
|