Pathstone Holdings’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
$27.8M Buy
51,138
+2,070
+4% +$1.12M 0.11% 119
2025
Q1
$24.3M Buy
49,068
+849
+2% +$420K 0.11% 141
2024
Q4
$25.2M Sell
48,219
-709
-1% -$370K 0.11% 122
2024
Q3
$24M Buy
48,928
+1,228
+3% +$603K 0.11% 136
2024
Q2
$21.2M Buy
47,700
+291
+0.6% +$129K 0.1% 146
2024
Q1
$18.9M Buy
47,409
+3,991
+9% +$1.59M 0.09% 162
2023
Q4
$14.7M Buy
+43,418
New +$14.7M 0.08% 186