Arkadios 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.5M | Buy |
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2025
Q1 | $8M | Buy |
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|
2024
Q4 | $7.59M | Buy |
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|
2024
Q3 | $6.54M | Buy |
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|
2024
Q2 | $686K | Sell |
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|
2024
Q1 | $616K | Sell |
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|
2023
Q4 | $531K | Buy |
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|
2023
Q3 | $385K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $287K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $249K | Sell |
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|
2021
Q4 | $322K | Sell |
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|
2021
Q3 | $302K | Sell |
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|
2021
Q2 | $303K | Buy |
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|
2021
Q1 | $140K | Buy |
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|
2020
Q4 | $136K | Buy |
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|
2020
Q3 | $110K | Sell |
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|
2020
Q2 | $87.8K | Sell |
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|
2020
Q1 | $77.7K | Sell |
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|
2019
Q4 | $96.1K | Buy |
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