Avantax Advisory Services’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 | $15.3M | Buy |
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|
2025
Q1 | $11.6M | Buy |
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|
2024
Q4 | $11.9M | Buy |
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|
2024
Q3 | $11.1M | Buy |
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|
2024
Q2 | $9.38M | Buy |
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|
2024
Q1 | $3.99M | Buy |
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|
2023
Q4 | $3.21M | Buy |
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|
2023
Q3 | $2.66M | Sell |
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|
2023
Q2 | $3.12M | Sell |
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|
2023
Q1 | $2.35M | Sell |
|
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|
2022
Q4 | $2.65M | Sell |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $2.08M | Sell |
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|
2022
Q1 | $3.49M | Buy |
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|
2021
Q4 | $3.91M | Buy |
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|
2021
Q3 | $3.51M | Buy |
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|
2021
Q2 | $3.17M | Buy |
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|
2021
Q1 | $2.3M | Buy |
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|
2020
Q4 | $2.28M | Sell |
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|
2020
Q3 | $2.88M | Buy |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $890K | Buy |
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|
2019
Q4 | $811K | Buy |
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|
2019
Q3 | $582K | Sell |
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|
2019
Q2 | $574K | Sell |
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|
2019
Q1 | $625K | Sell |
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|
2018
Q4 | $544K | Buy |
|