SGCA
Steel Grove Capital Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $516K | Buy |
+950
| New | +$516K | 0.06% | 123 |
|
|
2025
Q1 | – | Sell |
-1,015
| Closed | -$530K | – | 178 |
|
|
2024
Q4 | $530K | Sell |
1,015
-34
| -3% | -$17.7K | 0.07% | 106 |
|
|
2024
Q3 | $503K | Buy |
1,049
+40
| +4% | +$19.2K | 0.07% | 115 |
|
|
2024
Q2 | $449K | Buy |
1,009
+450
| +81% | +$200K | 0.06% | 123 |
|
|
2024
Q1 | $223K | Buy |
+559
| New | +$223K | 0.03% | 199 |
|