TAM
Trust Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.22M | Hold |
4,094
| – | – | 0.16% | 43 |
|
|
2025
Q1 | $2.03M | Buy |
4,094
+43
| +1% | +$21.3K | 0.17% | 40 |
|
|
2024
Q4 | $2.11M | Hold |
4,051
| – | – | 0.17% | 42 |
|
|
2024
Q3 | $1.99M | Hold |
4,051
| – | – | 0.16% | 46 |
|
|
2024
Q2 | $1.8M | Hold |
4,051
| – | – | 0.15% | 50 |
|
|
2024
Q1 | $1.62M | Hold |
4,051
| – | – | 0.14% | 55 |
|
|
2023
Q4 | $1.37M | Hold |
4,051
| – | – | 0.13% | 59 |
|
|
2023
Q3 | $1.18M | Hold |
4,051
| – | – | 0.13% | 63 |
|
|
2023
Q2 | $1.39M | Hold |
4,051
| – | – | 0.14% | 53 |
|
|
2023
Q1 | $1.03M | Buy |
4,051
+19
| +0.5% | +$4.85K | 0.12% | 70 |
|
|
2022
Q4 | $1.07M | Hold |
4,032
| – | – | 0.13% | 66 |
|
|
2022
Q3 | $756K | Buy |
4,032
+293
| +8% | +$54.9K | 0.1% | 82 |
|
|
2022
Q2 | $750K | Buy |
3,739
+183
| +5% | +$36.7K | 0.1% | 78 |
|
|
2022
Q1 | $1.07M | Buy |
3,556
+145
| +4% | +$43.8K | 0.13% | 65 |
|
|
2021
Q4 | $1.23M | Buy |
3,411
+2,274
| +200% | +$817K | 0.15% | 61 |
|
|
2021
Q3 | $1.13M | Buy |
1,137
+77
| +7% | +$76.5K | 0.16% | 64 |
|
|
2021
Q2 | $975K | Buy |
1,060
+118
| +13% | +$109K | 0.13% | 66 |
|
|
2021
Q1 | $696K | Buy |
942
+168
| +22% | +$124K | 0.09% | 80 |
|
|
2020
Q4 | $633K | Buy |
774
+184
| +31% | +$150K | 0.1% | 65 |
|
|
2020
Q3 | $419K | Buy |
+590
| New | +$419K | 0.07% | 68 |
|