Arkadios Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5M | Buy |
17,477
+1,323
| +8% | +$719K | 0.28% | 62 |
|
|
2025
Q1 | $8M | Buy |
16,154
+1,621
| +11% | +$803K | 0.3% | 64 |
|
|
2024
Q4 | $7.59M | Buy |
14,533
+1,229
| +9% | +$641K | 0.41% | 51 |
|
|
2024
Q3 | $6.54M | Buy |
13,304
+11,763
| +763% | +$5.78M | 0.37% | 56 |
|
|
2024
Q2 | $686K | Sell |
1,541
-3
| -0.2% | -$1.34K | 0.05% | 374 |
|
|
2024
Q1 | $616K | Sell |
1,544
-31
| -2% | -$12.4K | 0.05% | 343 |
|
|
2023
Q4 | $531K | Buy |
1,575
+257
| +19% | +$86.7K | 0.04% | 351 |
|
|
2023
Q3 | $385K | Buy |
1,318
+306
| +30% | +$89.4K | 0.04% | 410 |
|
|
2023
Q2 | $346K | Sell |
1,012
-12
| -1% | -$4.1K | 0.04% | 404 |
|
|
2023
Q1 | $261K | Sell |
1,024
-57
| -5% | -$14.6K | 0.03% | 478 |
|
|
2022
Q4 | $287K | Buy |
+1,081
| New | +$287K | 0.04% | 422 |
|
|
2022
Q2 | – | Sell |
-826
| Closed | -$249K | – | 574 |
|
|
2022
Q1 | $249K | Sell |
826
-70
| -8% | -$21.1K | 0.03% | 466 |
|
|
2021
Q4 | $322K | Sell |
896
-16
| -2% | -$5.75K | 0.04% | 423 |
|
|
2021
Q3 | $302K | Sell |
912
-78
| -8% | -$25.8K | 0.04% | 405 |
|
|
2021
Q2 | $303K | Buy |
990
+420
| +74% | +$129K | 0.04% | 447 |
|
|
2021
Q1 | $140K | Buy |
570
+69
| +14% | +$16.9K | 0.02% | 474 |
|
|
2020
Q4 | $136K | Buy |
501
+63
| +14% | +$17.1K | 0.03% | 383 |
|
|
2020
Q3 | $110K | Sell |
438
-12
| -3% | -$3.01K | 0.06% | 270 |
|
|
2020
Q2 | $87.8K | Sell |
450
-21
| -4% | -$4.1K | 0.05% | 276 |
|
|
2020
Q1 | $77.7K | Sell |
471
-9
| -2% | -$1.49K | 0.05% | 273 |
|
|
2019
Q4 | $96.1K | Buy |
+480
| New | +$96.1K | 0.06% | 236 |
|