Gallagher Fiduciary Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Buy |
+484
| New | +$263K | 0.01% | 274 |
|
|
2025
Q1 | – | Sell |
-472
| Closed | -$246K | – | 320 |
|
|
2024
Q4 | $246K | Buy |
472
+30
| +7% | +$15.7K | 0.05% | 247 |
|
|
2024
Q3 | $217K | Sell |
442
-142
| -24% | -$69.8K | 0.04% | 246 |
|
|
2024
Q2 | $260K | Buy |
+584
| New | +$260K | 0.06% | 182 |
|