L.J. Altfest & Co’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 | $350K | Sell |
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|
2025
Q2 | $485K | Sell |
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|
2025
Q1 | $533K | Sell |
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|
2024
Q4 | $1.16M | Sell |
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|
2024
Q3 | $1.1M | Buy |
|
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|
2024
Q2 | $873K | Buy |
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|
2024
Q1 | $760K | Sell |
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|
2023
Q4 | $758K | Sell |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $1.24M | Sell |
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|
2023
Q1 | $1.29M | Sell |
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|
2022
Q4 | $1.63M | Sell |
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|
2022
Q3 | $1.15M | Buy |
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|
2022
Q2 | $1.23M | Buy |
|
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $304K | Sell |
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|
2021
Q3 | $332K | Hold |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $278K | Sell |
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|
2020
Q4 | $909K | Sell |
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|
2020
Q3 | $792K | Buy |
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|
2020
Q2 | $635K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $351K | Buy |
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|
2019
Q2 | $333K | Buy |
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