Summit Financial’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 | $4.8M | Buy |
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|
2025
Q1 | $4.06M | Sell |
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|
2024
Q4 | $4.4M | Buy |
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|
2024
Q3 | $3.22M | Buy |
|
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|
2024
Q2 | $2.7M | Buy |
|
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|
2024
Q1 | $1.44M | Sell |
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|
2023
Q4 | $1.27M | Buy |
|
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|
2023
Q3 | $931K | Buy |
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|
2023
Q2 | $862K | Buy |
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|
2023
Q1 | $575K | Buy |
|
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|
2022
Q4 | $535K | Buy |
|
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $424K | Buy |
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|
2021
Q4 | $479K | Buy |
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|
2021
Q3 | $409K | Buy |
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