Indiana Trust & Investment Management’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 | $340K | Buy |
625
+170
| +37% | +$92.4K | 0.11% | 133 |
|
2025
Q1 | $225K | Sell |
455
-45
| -9% | -$22.3K | 0.08% | 158 |
|
2024
Q4 | $261K | Hold |
500
| – | – | 0.09% | 145 |
|
2024
Q3 | $246K | Hold |
500
| – | – | 0.08% | 152 |
|
2024
Q2 | $222K | Buy |
500
+25
| +5% | +$11.1K | 0.08% | 157 |
|
2024
Q1 | $190K | Hold |
475
| – | – | 0.08% | 162 |
|
2023
Q4 | $160K | Buy |
475
+25
| +6% | +$8.43K | 0.07% | 167 |
|
2023
Q3 | $132K | Buy |
+450
| New | +$132K | 0.07% | 181 |
|
2014
Q1 | – | Sell |
-450
| Closed | -$19K | – | 176 |
|
2013
Q4 | $19K | Sell |
450
-855
| -66% | -$36.1K | 0.01% | 214 |
|
2013
Q3 | $55K | Buy |
+1,305
| New | +$55K | 0.03% | 167 |
|