Essex Savings Bank’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 | $375K | Buy |
691
+4
| +0.6% | +$2.17K | 0.09% | 186 |
|
|
2025
Q1 | $340K | Buy |
687
+27
| +4% | +$13.4K | 0.08% | 198 |
|
|
2024
Q4 | $344K | Buy |
660
+123
| +23% | +$64.2K | 0.09% | 192 |
|
|
2024
Q3 | $264K | Sell |
537
-12
| -2% | -$5.9K | 0.07% | 239 |
|
|
2024
Q2 | $244K | Buy |
+549
| New | +$244K | 0.07% | 228 |
|
|
2019
Q3 | – | Sell |
-54
| Closed | -$9K | – | 397 |
|
|
2019
Q2 | $9K | Buy |
54
+36
| +200% | +$6K | ﹤0.01% | 659 |
|
|
2019
Q1 | $3K | Hold |
18
| – | – | ﹤0.01% | 596 |
|
|
2018
Q4 | $3K | Buy |
+18
| New | +$3K | ﹤0.01% | 602 |
|