Colonial Trust Advisors’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 | $79.9K | Buy |
147
+45
| +44% | +$24.5K | 0.01% | 286 |
|
|
2025
Q1 | $50.5K | Buy |
102
+100
| +5,000% | +$49.5K | ﹤0.01% | 336 |
|
|
2024
Q4 | $1.04K | Sell |
2
-39
| -95% | -$20.4K | ﹤0.01% | 635 |
|
|
2024
Q3 | $20.1K | Hold |
41
| – | – | ﹤0.01% | 450 |
|
|
2024
Q2 | $18.2K | Sell |
41
-16
| -28% | -$7.12K | ﹤0.01% | 439 |
|
|
2024
Q1 | $22.7K | Buy |
57
+46
| +418% | +$18.4K | ﹤0.01% | 445 |
|
|
2023
Q4 | $3.71K | Buy |
11
+2
| +22% | +$675 | ﹤0.01% | 642 |
|
|
2023
Q3 | $2.63K | Hold |
9
| – | – | ﹤0.01% | 687 |
|
|
2023
Q2 | $3.08K | Hold |
9
| – | – | ﹤0.01% | 693 |
|
|
2023
Q1 | $2.3K | Sell |
9
-1
| -10% | -$255 | ﹤0.01% | 715 |
|
|
2022
Q4 | $2.65K | Buy |
+10
| New | +$2.65K | ﹤0.01% | 692 |
|