Heritage 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
Q3 | $1.27M | Buy |
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|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.14M | Buy |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q2 | $734K | Sell |
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|
2024
Q1 | $670K | Sell |
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|
2023
Q4 | $586K | Buy |
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|
2023
Q3 | $502K | Sell |
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|
2023
Q2 | $616K | Hold |
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|
2023
Q1 | $460K | Sell |
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|
2022
Q4 | $594K | Sell |
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|
2022
Q3 | $428K | Buy |
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|
2022
Q2 | $438K | Buy |
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|
2022
Q1 | $653K | Sell |
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|
2021
Q4 | $784K | Hold |
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|
2021
Q3 | $723K | Hold |
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|
2021
Q2 | $669K | Hold |
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|
2021
Q1 | $537K | Sell |
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|
2020
Q4 | $618K | Hold |
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|
2020
Q3 | $536K | Buy |
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|
2020
Q2 | $417K | Buy |
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