Clearstead Trust’s Intuitive Surgical ISRG Stock Holding History

Clearstead Trust’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	$151K	Buy
2025 Q1	$129K	Hold
2024 Q4	$136K	Hold
2024 Q3	$128K	Hold
2024 Q2	$116K	Hold
2024 Q1	$104K	Sell
2023 Q4	$583K	Buy