TPA
Trivium Point Advisory’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.7M | Buy |
6,812
+5,040
| +284% | +$2.74M | 0.4% | 65 |
|
2025
Q1 | $878K | Sell |
1,772
-54
| -3% | -$26.7K | 0.11% | 180 |
|
2024
Q4 | $953K | Buy |
1,826
+162
| +10% | +$84.6K | 0.12% | 174 |
|
2024
Q3 | $893K | Buy |
1,664
+143
| +9% | +$76.7K | 0.12% | 178 |
|
2024
Q2 | $677K | Buy |
1,521
+358
| +31% | +$159K | 0.1% | 189 |
|
2024
Q1 | $464K | Buy |
+1,163
| New | +$464K | 0.1% | 162 |
|
2022
Q2 | – | Sell |
-1,259
| Closed | -$363K | – | 219 |
|
2022
Q1 | $363K | Sell |
1,259
-61
| -5% | -$17.6K | 0.08% | 183 |
|
2021
Q4 | $474K | Buy |
1,320
+18
| +1% | +$6.46K | 0.1% | 169 |
|
2021
Q3 | $441K | Buy |
1,302
+882
| +210% | +$299K | 0.1% | 160 |
|
2021
Q2 | $386K | Buy |
+420
| New | +$386K | 0.1% | 167 |
|