Equitable Trust’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.6M | Sell |
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|
2025
Q1 | $1.56M | Buy |
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|
2024
Q4 | $1.52M | Sell |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.64M | Buy |
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|
2024
Q1 | $1.32M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $568K | Buy |
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|
2023
Q2 | $599K | Buy |
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|
2023
Q1 | $443K | Sell |
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|
2022
Q4 | $472K | Sell |
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|
2022
Q3 | $788K | Sell |
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|
2022
Q2 | $2.37M | Sell |
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|
2022
Q1 | $3.75M | Sell |
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|
2021
Q4 | $4.75M | Sell |
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|
2021
Q3 | $4.51M | Sell |
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|
2021
Q2 | $4.48M | Sell |
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|
2021
Q1 | $3.75M | Sell |
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|
2020
Q4 | $4.81M | Sell |
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|
2020
Q3 | $4.25M | Buy |
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|
2020
Q2 | $844K | Buy |
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|
2020
Q1 | $690K | Buy |
|