Calton & Associates’s Intuitive Surgical ISRG Stock Holding History

Calton & Associates’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$217K	Sell
2025 Q1	$237K	Buy
2021 Q1	–	Sell
2020 Q4	$212K	Sell
2020 Q3	$212K	Buy
2019 Q2	–	Sell
2019 Q1	$216K	Sell
2018 Q4	$280K	Buy
2018 Q2	–	Sell
2018 Q1	$821K	Buy
2017 Q4	$816K	Buy