Avion Wealth’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 | $534K | Buy |
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|
2025
Q1 | $502K | Hold |
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|
2024
Q4 | $502K | Buy |
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|
2024
Q3 | $459K | Buy |
|
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|
2024
Q2 | $412K | Buy |
|
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|
2024
Q1 | $368K | Buy |
|
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|
2023
Q4 | $309K | Sell |
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|
2023
Q3 | $268K | Buy |
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|
2023
Q2 | $313K | Buy |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | $168K | Hold |
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|
2022
Q3 | $169K | Sell |
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|
2022
Q2 | $185K | Buy |
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|
2022
Q1 | $272K | Buy |
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