Summit Trail 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
Q2 | $5.57M | Buy |
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|
2025
Q1 | $3.98M | Buy |
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|
2024
Q4 | $3.45M | Buy |
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|
2024
Q3 | $2.68M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.82M | Buy |
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|
2023
Q4 | $1.29M | Sell |
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|
2023
Q3 | $1.15M | Sell |
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|
2023
Q2 | $1.49M | Buy |
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|
2023
Q1 | $861K | Buy |
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|
2022
Q4 | $655K | Sell |
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|
2022
Q3 | $525K | Buy |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $507K | Sell |
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|
2021
Q4 | $647K | Buy |
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|
2021
Q3 | $379K | Buy |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $458K | Buy |
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|
2020
Q2 | $255K | Buy |
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|
2020
Q1 | $210K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $159K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $216K | Buy |
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|
2017
Q4 | $185K | Buy |
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