Aaron Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.26M | Sell |
4,903
-1,377
| -22% | -$697K | 0.13% | 97 |
|
|
2025
Q4 | $3.56M | Buy |
6,280
+1,150
| +22% | +$612K | 0.19% | 68 |
|
|
2025
Q3 | $2.29M | Buy |
5,130
+2,602
| +103% | +$1.25M | 0.14% | 96 |
|
|
2025
Q2 | $1.37M | Buy |
2,528
+19
| +0.8% | +$9.94K | 0.14% | 105 |
|
|
2025
Q1 | $1.24M | Buy |
2,509
+78
| +3% | +$43.1K | 0.14% | 104 |
|
|
2024
Q4 | $1.27M | Sell |
2,431
-6
| -0.2% | -$3.13K | 0.15% | 90 |
|
|
2024
Q3 | $1.2M | Buy |
2,437
+533
| +28% | +$248K | 0.14% | 95 |
|
|
2024
Q2 | $847K | Buy |
1,904
+221
| +13% | +$88K | 0.12% | 117 |
|
|
2024
Q1 | $672K | Sell |
1,683
-36
| -2% | -$13.6K | 0.1% | 129 |
|
|
2023
Q4 | $580K | Buy |
1,719
+182
| +12% | +$54.3K | 0.1% | 127 |
|
|
2023
Q3 | $449K | Sell |
1,537
-20
| -1% | -$6.25K | 0.06% | 159 |
|
|
2023
Q2 | $532K | Buy |
1,557
+177
| +13% | +$53.6K | 0.07% | 151 |
|
|
2023
Q1 | $353K | Buy |
1,380
+45
| +3% | +$11.1K | 0.05% | 188 |
|
|
2022
Q4 | $354K | Buy |
1,335
+158
| +13% | +$38.5K | 0.05% | 178 |
|
|
2022
Q3 | $221K | Buy |
+1,177
| New | +$253K | 0.04% | 194 |
|
|
2022
Q2 | – | Sell |
-237,723
| Closed | -$788K | – | 508 |
|
|
2022
Q1 | $788K | Buy |
237,723
+236,782
| +25,163% | +$69.2M | 0.01% | 399 |
|
|
2021
Q4 | $338K | Buy |
941
+143
| +18% | +$49.2K | 0.09% | 131 |
|
|
2021
Q3 | $264K | Buy |
798
+66
| +9% | +$22.2K | 0.07% | 136 |
|
|
2021
Q2 | $224K | Buy |
+732
| New | +$205K | 0.07% | 143 |
|
|
2021
Q1 | – | Sell |
-756
| Closed | -$206K | – | 161 |
|
|
2020
Q4 | $206K | Buy |
+756
| New | +$188K | 0.08% | 126 |
|
Other funds holding ISRG
VCM
VPM
