Colonial 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 | $176K | Buy |
324
+93
| +40% | +$50.6K | 0.03% | 331 |
|
|
2025
Q1 | $114K | Sell |
231
-15
| -6% | -$7.41K | 0.02% | 401 |
|
|
2024
Q4 | $128K | Buy |
246
+20
| +9% | +$10.4K | 0.02% | 407 |
|
|
2024
Q3 | $111K | Buy |
226
+126
| +126% | +$61.8K | 0.02% | 424 |
|
|
2024
Q2 | $44.6K | Buy |
100
+95
| +1,900% | +$42.3K | 0.01% | 530 |
|
|
2024
Q1 | $2.07K | Buy |
5
+1
| +25% | +$413 | ﹤0.01% | 930 |
|
|
2023
Q4 | $1.42K | Buy |
+4
| New | +$1.42K | ﹤0.01% | 920 |
|
|
2023
Q2 | – | Sell |
-43
| Closed | -$11K | – | 961 |
|
|
2023
Q1 | $11K | Hold |
43
| – | – | ﹤0.01% | 663 |
|
|
2022
Q4 | $11.4K | Buy |
+43
| New | +$11.4K | ﹤0.01% | 653 |
|