Lebenthal Global Advisors’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
Q2 | $1.54M | Buy |
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|
2025
Q1 | $1.35M | Sell |
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|
2024
Q4 | $1.49M | Buy |
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|
2024
Q3 | $1.25M | Buy |
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|
2024
Q2 | $1.04M | Buy |
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|
2024
Q1 | $906K | Buy |
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|
2023
Q4 | $700K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $283K | Buy |
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|
2022
Q1 | $411K | Buy |
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|
2021
Q4 | $444K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $16K | Buy |
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