Altium 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
2022
Q2
$334K Sell
2022
Q1
$1.44M Buy
2021
Q4
$1.4M Buy
2021
Q3
$1.21M Buy
2021
Q2
$1.09M Buy
2021
Q1
$771K Buy
2020
Q4
$615K Buy
2020
Q3
$443K Buy
2020
Q2
$342K Buy
2020
Q1
$293K Buy
2019
Q4
$301K Buy
2019
Q3
$256K Hold
2019
Q2
$249K Sell
2019
Q1
$301K Sell
2018
Q4
$269K Sell
2018
Q3
$326K Sell
2018
Q2
$308K Buy