CPIA
Cornell Pochily Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $722K | Buy |
1,329
+140
| +12% | +$76.1K | 0.24% | 93 |
|
|
2025
Q1 | $589K | Buy |
1,189
+24
| +2% | +$11.9K | 0.21% | 104 |
|
|
2024
Q4 | $608K | Sell |
1,165
-75
| -6% | -$39.1K | 0.21% | 104 |
|
|
2024
Q3 | $609K | Buy |
1,240
+25
| +2% | +$12.3K | 0.21% | 107 |
|
|
2024
Q2 | $540K | Buy |
1,215
+535
| +79% | +$238K | 0.21% | 106 |
|
|
2024
Q1 | $271K | Buy |
680
+65
| +11% | +$25.9K | 0.11% | 146 |
|
|
2023
Q4 | $207K | Buy |
+615
| New | +$207K | 0.09% | 171 |
|