Atria Wealth Solutions’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
$2.39M Sell
2025
Q1
$3.66M Sell
2024
Q4
$4.64M Sell
2024
Q3
$7.46M Buy
2024
Q2
$6.29M Sell
2024
Q1
$5.82M Buy
2023
Q4
$4.77M Buy
2023
Q3
$3.9M Sell
2023
Q2
$4.67M Buy
2023
Q1
$3.21M Buy
2022
Q4
$3.23M Buy
2022
Q3
$2.15M Buy
2022
Q2
$2.28M Buy
2022
Q1
$3.08M Buy