First American 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 | $434K | Sell |
799
-6
| -0.7% | -$3.26K | 0.03% | 176 |
|
|
2025
Q1 | $399K | Sell |
805
-53
| -6% | -$26.2K | 0.04% | 167 |
|
|
2024
Q4 | $448K | Buy |
858
+338
| +65% | +$176K | 0.04% | 161 |
|
|
2024
Q3 | $255K | Sell |
520
-31
| -6% | -$15.2K | 0.03% | 195 |
|
|
2024
Q2 | $245K | Buy |
551
+18
| +3% | +$8.01K | 0.02% | 187 |
|
|
2024
Q1 | $213K | Buy |
+533
| New | +$213K | 0.02% | 203 |
|