LA
Legacy Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-4,223
| Closed | -$2.09M | – | 200 |
|
|
2025
Q1 | $2.09M | Sell |
4,223
-623
| -13% | -$309K | 0.22% | 85 |
|
|
2024
Q4 | $2.53M | Buy |
4,846
+492
| +11% | +$257K | 0.25% | 68 |
|
|
2024
Q3 | $2.14M | Buy |
4,354
+3,463
| +389% | +$1.7M | 0.23% | 78 |
|
|
2024
Q2 | $396K | Sell |
891
-249
| -22% | -$111K | 0.05% | 226 |
|
|
2024
Q1 | $455K | Buy |
+1,140
| New | +$455K | 0.06% | 214 |
|