LTI
Laffer Tengler Investments’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $611K | Buy |
1,125
+500
| +80% | +$272K | 0.11% | 112 |
|
|
2025
Q1 | $310K | Buy |
625
+7
| +1% | +$3.47K | 0.07% | 109 |
|
|
2024
Q4 | $323K | Hold |
618
| – | – | 0.06% | 109 |
|
|
2024
Q3 | $304K | Hold |
618
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $275K | Hold |
618
| – | – | 0.06% | 146 |
|
|
2024
Q1 | $247K | Sell |
618
-14
| -2% | -$5.59K | 0.06% | 136 |
|
|
2023
Q4 | $213K | Buy |
632
+14
| +2% | +$4.72K | 0.06% | 139 |
|
|
2023
Q3 | $181K | Hold |
618
| – | – | 0.05% | 145 |
|
|
2023
Q2 | $211K | Hold |
618
| – | – | 0.06% | 194 |
|
|
2023
Q1 | $158K | Hold |
618
| – | – | 0.04% | 216 |
|
|
2022
Q4 | $164K | Hold |
618
| – | – | 0.05% | 211 |
|
|
2022
Q3 | $116K | Hold |
618
| – | – | 0.04% | 202 |
|
|
2022
Q2 | $124K | Hold |
618
| – | – | 0.04% | 205 |
|
|
2022
Q1 | $186K | Hold |
618
| – | – | 0.06% | 194 |
|
|
2021
Q4 | $222K | Buy |
618
+412
| +200% | +$148K | 0.06% | 193 |
|
|
2021
Q3 | $205K | Buy |
+206
| New | +$205K | 0.06% | 213 |
|
|
2021
Q2 | – | Sell |
-206
| Closed | -$152K | – | 356 |
|
|
2021
Q1 | $152K | Hold |
206
| – | – | 0.06% | 189 |
|
|
2020
Q4 | $168K | Hold |
206
| – | – | 0.07% | 164 |
|
|
2020
Q3 | $146K | Hold |
206
| – | – | 0.07% | 156 |
|
|
2020
Q2 | $117K | Buy |
+206
| New | +$117K | 0.07% | 153 |
|
|
2016
Q2 | – | Sell |
-3,509
| Closed | -$2.11M | – | 240 |
|
|
2016
Q1 | $2.11M | Buy |
+3,509
| New | +$2.11M | 0.57% | 59 |
|
|
2015
Q4 | – | Hold |
0
| – | – | – | 74 |
|
|
2015
Q3 | – | Sell |
-3,509
| Closed | -$1.7M | – | 101 |
|
|
2015
Q2 | $1.7M | Buy |
+3,509
| New | +$1.7M | 0.41% | 109 |
|