LGA
Lebenthal Global Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.54M | Buy |
2,827
+99
| +4% | +$53.8K | 0.29% | 57 |
|
|
2025
Q1 | $1.35M | Sell |
2,728
-130
| -5% | -$64.4K | 0.25% | 50 |
|
|
2024
Q4 | $1.49M | Buy |
2,858
+311
| +12% | +$162K | 0.27% | 59 |
|
|
2024
Q3 | $1.25M | Buy |
2,547
+218
| +9% | +$107K | 0.25% | 55 |
|
|
2024
Q2 | $1.04M | Buy |
2,329
+58
| +3% | +$25.8K | 0.23% | 61 |
|
|
2024
Q1 | $906K | Buy |
2,271
+195
| +9% | +$77.8K | 0.2% | 59 |
|
|
2023
Q4 | $700K | Buy |
+2,076
| New | +$700K | 0.16% | 79 |
|
|
2022
Q4 | – | Sell |
-1,355
| Closed | -$253K | – | 136 |
|
|
2022
Q3 | $253K | Sell |
1,355
-56
| -4% | -$10.5K | 0.12% | 99 |
|
|
2022
Q2 | $283K | Buy |
1,411
+48
| +4% | +$9.63K | 0.14% | 106 |
|
|
2022
Q1 | $411K | Buy |
1,363
+126
| +10% | +$38K | 0.18% | 95 |
|
|
2021
Q4 | $444K | Buy |
+1,237
| New | +$444K | 0.18% | 91 |
|
|
2021
Q1 | – | Sell |
-20
| Closed | -$16K | – | 341 |
|
|
2020
Q4 | $16K | Buy |
+20
| New | +$16K | 0.01% | 403 |
|