TLP
Trinity Legacy Partners’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.55M | Buy |
4,967
+53
| +1% | +$27.2K | 0.62% | 58 |
|
2025
Q1 | $2.77M | Buy |
4,914
+4,064
| +478% | +$2.29M | 0.7% | 58 |
|
2024
Q4 | $444K | Hold |
850
| – | – | 0.11% | 80 |
|
2024
Q3 | $414K | Sell |
850
-156
| -16% | -$76.1K | 0.11% | 79 |
|
2024
Q2 | $448K | Buy |
1,006
+228
| +29% | +$101K | 0.13% | 77 |
|
2024
Q1 | $310K | Sell |
778
-277
| -26% | -$111K | 0.09% | 82 |
|
2023
Q4 | $356K | Sell |
1,055
-13,804
| -93% | -$4.66M | 0.11% | 82 |
|
2023
Q3 | $4.34M | Sell |
14,859
-728
| -5% | -$213K | 1.5% | 25 |
|
2023
Q2 | $5.33M | Buy |
15,587
+2,442
| +19% | +$835K | 1.86% | 20 |
|
2023
Q1 | $3.36M | Buy |
+13,145
| New | +$3.36M | 1.26% | 35 |
|