Apriem 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $635K | Hold |
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|
2025
Q1 | $578K | Hold |
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|
2024
Q4 | $610K | Sell |
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|
2024
Q3 | $581K | Hold |
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|
2024
Q2 | $526K | Hold |
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|
2024
Q1 | $472K | Hold |
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|
2023
Q4 | $399K | Hold |
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|
2023
Q3 | $346K | Sell |
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|
2023
Q2 | $409K | Sell |
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|
2023
Q1 | $311K | Hold |
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|
2022
Q4 | $323K | Buy |
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