Perennial Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
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|
2025
Q1 | $1.2M | Buy |
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|
2024
Q4 | $1.07M | Sell |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $874K | Buy |
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|
2024
Q1 | $737K | Sell |
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|
2023
Q4 | $641K | Sell |
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|
2023
Q3 | $556K | Sell |
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|
2023
Q2 | $667K | Buy |
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|
2023
Q1 | $486K | Buy |
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|
2022
Q4 | $480K | Buy |
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|
2022
Q3 | $336K | Sell |
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|
2022
Q2 | $663K | Buy |
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|
2022
Q1 | $956K | Hold |
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|
2021
Q4 | $1.14M | Hold |
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|
2021
Q3 | $1.05M | Sell |
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|
2021
Q2 | $975K | Buy |
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|
2021
Q1 | $780K | Buy |
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|
2020
Q4 | $465K | Sell |
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|
2020
Q3 | $409K | Buy |
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|
2020
Q2 | $301K | Hold |
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|
2020
Q1 | $261K | Hold |
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|
2019
Q4 | $312K | Buy |
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