Petrus Trust Company’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
Sell
-1,283
Closed -$635K 613
2025
Q1
$635K Buy
+1,283
New +$635K 0.06% 124
2023
Q4
Sell
-732
Closed -$214K 670
2023
Q3
$214K Buy
+732
New +$214K 0.02% 510