TCA
Trifecta Capital Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.26M | Buy |
13,368
+802
| +6% | +$436K | 1.21% | 28 |
|
|
2025
Q1 | $6.22M | Buy |
12,566
+1,052
| +9% | +$521K | 1.3% | 27 |
|
|
2024
Q4 | $6.01M | Buy |
11,514
+655
| +6% | +$342K | 1.19% | 27 |
|
|
2024
Q3 | $5.33M | Buy |
10,859
+330
| +3% | +$162K | 1.12% | 30 |
|
|
2024
Q2 | $4.68M | Buy |
10,529
+1,296
| +14% | +$577K | 1.04% | 33 |
|
|
2024
Q1 | $3.68M | Buy |
9,233
+680
| +8% | +$271K | 0.9% | 36 |
|
|
2023
Q4 | $2.89M | Buy |
8,553
+610
| +8% | +$206K | 0.8% | 36 |
|
|
2023
Q3 | $2.32M | Buy |
7,943
+1,225
| +18% | +$358K | 0.75% | 38 |
|
|
2023
Q2 | $2.3M | Buy |
6,718
+695
| +12% | +$238K | 0.74% | 41 |
|
|
2023
Q1 | $1.54M | Buy |
6,023
+70
| +1% | +$17.9K | 0.54% | 48 |
|
|
2022
Q4 | $1.58M | Buy |
+5,953
| New | +$1.58M | 0.63% | 45 |
|