Aries 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 | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $276K | Sell |
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2025
Q1 | $263K | Buy |
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2023
Q4 | – | Sell |
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2023
Q3 | $252K | Buy |
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2023
Q2 | $314K | Sell |
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2023
Q1 | $279K | Sell |
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2022
Q4 | $305K | Sell |
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2022
Q3 | $343K | Buy |
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2022
Q2 | $276K | Buy |
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2022
Q1 | – | Sell |
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2021
Q4 | $490K | Buy |
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2021
Q3 | $415K | Hold |
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2021
Q2 | $383K | Buy |
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2021
Q1 | $322K | Buy |
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2020
Q4 | $205K | Buy |
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