LGT Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.35K | Buy |
+8
| New | +$4.35K | 0.01% | 307 |
|
|
2024
Q3 | – | Sell |
-67
| Closed | -$29.8K | – | 741 |
|
|
2024
Q2 | $29.8K | Buy |
67
+54
| +415% | +$24K | 0.06% | 223 |
|
|
2024
Q1 | $5.19K | Hold |
13
| – | – | 0.01% | 621 |
|
|
2023
Q4 | $4.39K | Sell |
13
-4
| -24% | -$1.35K | 0.01% | 656 |
|
|
2023
Q3 | $4.97K | Buy |
+17
| New | +$4.97K | 0.01% | 619 |
|