Coastline Trust’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 | $16.3K | Hold |
30
| – | – | ﹤0.01% | 321 |
|
2025
Q1 | $14.9K | Sell |
30
-2
| -6% | -$991 | ﹤0.01% | 322 |
|
2024
Q4 | $16.7K | Buy |
32
+2
| +7% | +$1.04K | ﹤0.01% | 334 |
|
2024
Q3 | $14.7K | Buy |
+30
| New | +$14.7K | ﹤0.01% | 355 |
|
2024
Q1 | – | Sell |
-855
| Closed | -$288K | – | 256 |
|
2023
Q4 | $288K | Hold |
855
| – | – | 0.04% | 231 |
|
2023
Q3 | $250K | Hold |
855
| – | – | 0.04% | 238 |
|
2023
Q2 | $292K | Buy |
+855
| New | +$292K | 0.04% | 247 |
|