9258 Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $545K | Sell |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $379K | Sell |
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|
2023
Q4 | $322K | Sell |
|
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|
2023
Q3 | $281K | Sell |
|
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|
2023
Q2 | $330K | Sell |
|
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|
2023
Q1 | $251K | Hold |
|
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|
2022
Q4 | $261K | Buy |
|
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|
2022
Q2 | – | Sell |
|
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|
2022
Q1 | $258K | Buy |
|
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|
2021
Q4 | $306K | Buy |
|
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|
2021
Q3 | $281K | Buy |
|
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|
2021
Q2 | $232K | Sell |
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|
2021
Q1 | $207K | Hold |
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|
2020
Q4 | $229K | Sell |
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|
2020
Q3 | $211K | Buy |
|