Realta 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 Q3	–	Sell	-2,352	Closed	-$1.28M	–	343
2025 Q2	$1.28M	Buy	2,352 +83	+4%	+$43.4K	0.51%	49
2025 Q1	$1.12M	Buy	2,269 +69	+3%	+$38.2K	0.51%	49
2024 Q4	$1.18M	Buy	2,200 +81	+4%	+$42.2K	0.48%	49
2024 Q3	$1.03M	Buy	2,119 +93	+5%	+$43.3K	0.48%	50
2024 Q2	$901K	Buy	2,026 +439	+28%	+$175K	0.18%	130
2024 Q1	$633K	Buy	1,587 +102	+7%	+$38.5K	0.13%	190
2023 Q4	$501K	Buy	+1,485	New	+$443K	0.11%	221
2022 Q2	–	Sell	-766	Closed	-$231K	–	418
2022 Q1	$231K	Sell	766 -66	-8%	-$19.3K	0.05%	355
2021 Q4	$299K	Buy	832 +10	+1%	+$3.44K	0.07%	315
2021 Q3	$272K	Sell	822 -9	-1%	-$3.02K	0.06%	318
2021 Q2	$255K	Buy	+831	New	+$233K	0.06%	321
2020 Q1	–	Sell	-591	Closed	-$117K	–	849
2019 Q4	$117K	Buy	591 +153	+35%	+$28.6K	0.03%	461
2019 Q3	$78K	Buy	438 +306	+232%	+$52.9K	0.02%	558
2019 Q2	$23K	Sell	132 -183	-58%	-$31.4K	0.01%	892
2019 Q1	$61K	Buy	+315	New	+$56K	0.03%	502