UIA
Ulland Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $163K | Sell |
300
-173
| -37% | -$94K | 0.12% | 70 |
|
|
2025
Q1 | $234K | Sell |
473
-265
| -36% | -$131K | 0.2% | 56 |
|
|
2024
Q4 | $385K | Hold |
738
| – | – | 0.25% | 42 |
|
|
2024
Q3 | $363K | Hold |
738
| – | – | 0.27% | 43 |
|
|
2024
Q2 | $328K | Hold |
738
| – | – | 0.23% | 46 |
|
|
2024
Q1 | $295K | Hold |
738
| – | – | 0.24% | 44 |
|
|
2023
Q4 | $249K | Sell |
738
-116
| -14% | -$39.1K | 0.25% | 48 |
|
|
2023
Q3 | $250K | Buy |
854
+8
| +0.9% | +$2.34K | 0.27% | 46 |
|
|
2023
Q2 | $289K | Hold |
846
| – | – | 0.3% | 46 |
|
|
2023
Q1 | $216K | Sell |
846
-10
| -1% | -$2.55K | 0.25% | 53 |
|
|
2022
Q4 | $227K | Sell |
856
-1,025
| -54% | -$272K | 0.27% | 52 |
|
|
2022
Q3 | $353K | Sell |
1,881
-45
| -2% | -$8.45K | 0.39% | 42 |
|
|
2022
Q2 | $387K | Sell |
1,926
-520
| -21% | -$104K | 0.4% | 44 |
|
|
2022
Q1 | $738K | Sell |
2,446
-14
| -0.6% | -$4.22K | 0.55% | 38 |
|
|
2021
Q4 | $884K | Buy |
+2,460
| New | +$884K | 0.56% | 37 |
|