PIA
Perennial Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
2,587
+166
| +7% | +$90.2K | 0.14% | 139 |
|
|
2025
Q1 | $1.2M | Buy |
2,421
+362
| +18% | +$179K | 0.13% | 137 |
|
|
2024
Q4 | $1.07M | Sell |
2,059
-10
| -0.5% | -$5.22K | 0.13% | 137 |
|
|
2024
Q3 | $1.02M | Buy |
2,069
+105
| +5% | +$51.6K | 0.13% | 133 |
|
|
2024
Q2 | $874K | Buy |
1,964
+118
| +6% | +$52.5K | 0.12% | 135 |
|
|
2024
Q1 | $737K | Sell |
1,846
-54
| -3% | -$21.6K | 0.11% | 153 |
|
|
2023
Q4 | $641K | Sell |
1,900
-2
| -0.1% | -$675 | 0.11% | 157 |
|
|
2023
Q3 | $556K | Sell |
1,902
-50
| -3% | -$14.6K | 0.1% | 163 |
|
|
2023
Q2 | $667K | Buy |
1,952
+50
| +3% | +$17.1K | 0.12% | 143 |
|
|
2023
Q1 | $486K | Buy |
1,902
+94
| +5% | +$24K | 0.09% | 174 |
|
|
2022
Q4 | $480K | Buy |
1,808
+17
| +0.9% | +$4.51K | 0.2% | 108 |
|
|
2022
Q3 | $336K | Sell |
1,791
-1,509
| -46% | -$283K | 0.15% | 118 |
|
|
2022
Q2 | $663K | Buy |
3,300
+135
| +4% | +$27.1K | 0.26% | 76 |
|
|
2022
Q1 | $956K | Hold |
3,165
| – | – | 0.3% | 66 |
|
|
2021
Q4 | $1.14M | Buy |
3,165
+2,110
| +200% | +$758K | 0.36% | 61 |
|
|
2021
Q3 | $1.05M | Sell |
1,055
-5
| -0.5% | -$4.97K | 0.37% | 60 |
|
|
2021
Q2 | $975K | Buy |
1,060
+5
| +0.5% | +$4.6K | 0.36% | 64 |
|
|
2021
Q1 | $780K | Buy |
1,055
+487
| +86% | +$360K | 0.31% | 71 |
|
|
2020
Q4 | $465K | Sell |
568
-8
| -1% | -$6.55K | 0.2% | 95 |
|
|
2020
Q3 | $409K | Buy |
576
+48
| +9% | +$34.1K | 0.21% | 91 |
|
|
2020
Q2 | $301K | Hold |
528
| – | – | 0.2% | 99 |
|
|
2020
Q1 | $261K | Hold |
528
| – | – | 0.23% | 90 |
|
|
2019
Q4 | $312K | Buy |
+528
| New | +$312K | 0.25% | 94 |
|