Blue Trust Inc’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 | $2.84M | Buy |
5,230
+368
| +8% | +$200K | 0.03% | 142 |
|
|
2025
Q1 | $2.41M | Buy |
4,862
+395
| +9% | +$196K | 0.03% | 143 |
|
|
2024
Q4 | $2.33M | Buy |
4,467
+734
| +20% | +$383K | 0.03% | 133 |
|
|
2024
Q3 | $1.66M | Sell |
3,733
-408
| -10% | -$182K | 0.02% | 180 |
|
|
2024
Q2 | $1.65M | Buy |
4,141
+1,951
| +89% | +$779K | 0.02% | 153 |
|
|
2024
Q1 | $874K | Buy |
2,190
+203
| +10% | +$81K | 0.01% | 192 |
|
|
2023
Q4 | $581K | Sell |
1,987
-65
| -3% | -$19K | 0.01% | 220 |
|
|
2023
Q3 | $702K | Buy |
2,052
+521
| +34% | +$178K | 0.01% | 204 |
|
|
2023
Q2 | $391K | Sell |
1,531
-468
| -23% | -$120K | 0.01% | 266 |
|
|
2023
Q1 | $531K | Sell |
1,999
-887
| -31% | -$236K | 0.01% | 281 |
|
|
2022
Q4 | $541K | Buy |
2,886
+871
| +43% | +$163K | 0.01% | 242 |
|
|
2022
Q3 | $404K | Buy |
2,015
+466
| +30% | +$93.4K | 0.01% | 231 |
|
|
2022
Q2 | $467K | Buy |
+1,549
| New | +$467K | 0.01% | 205 |
|