Montecito Bank & Trust’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	$244K	Buy	493 +6	+1%	+$2.97K	0.04%	258
2024 Q4	$254K	Sell	487 -125	-20%	-$65.2K	0.04%	254
2024 Q3	$301K	Hold	612	–	–	0.05%	244
2024 Q2	$272K	Sell	612 -201	-25%	-$89.4K	0.06%	231
2024 Q1	$324K	Buy	+813	New	+$324K	0.06%	223