CIA
Concurrent Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.67M | Buy |
17,787
+4,637
| +35% | +$2.52M | 0.19% | 115 |
|
|
2025
Q1 | $6.51M | Buy |
13,150
+1,005
| +8% | +$498K | 0.16% | 138 |
|
|
2024
Q4 | $6.34M | Buy |
12,145
+2,272
| +23% | +$1.19M | 0.17% | 122 |
|
|
2024
Q3 | $4.85M | Buy |
9,873
+4,905
| +99% | +$2.41M | 0.14% | 150 |
|
|
2024
Q2 | $2.21M | Buy |
4,968
+2,169
| +77% | +$965K | 0.07% | 246 |
|
|
2024
Q1 | $1.12M | Buy |
2,799
+639
| +30% | +$255K | 0.05% | 353 |
|
|
2023
Q4 | $728K | Buy |
+2,160
| New | +$728K | 0.03% | 399 |
|