Avior Wealth Management’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 | $924K | Buy |
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|
2025
Q1 | $653K | Sell |
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|
2024
Q4 | $887K | Sell |
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|
2024
Q3 | $869K | Sell |
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|
2024
Q2 | $843K | Sell |
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|
2024
Q1 | $906K | Buy |
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|
2023
Q4 | $580K | Hold |
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|
2023
Q3 | $502K | Hold |
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|
2023
Q2 | $587K | Hold |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $450K | Hold |
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|
2022
Q3 | $317K | Buy |
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|
2022
Q2 | $301K | Sell |
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|
2022
Q1 | $455K | Sell |
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|
2021
Q4 | $664K | Sell |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | $556K | Sell |
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|
2021
Q1 | $522K | Hold |
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|
2020
Q4 | $578K | Buy |
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|
2020
Q3 | $501K | Buy |
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|
2020
Q2 | $330K | Buy |
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|
2020
Q1 | $68K | Buy |
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|
2019
Q4 | $5K | Sell |
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|
2019
Q3 | $40K | Hold |
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|
2019
Q2 | $39K | Buy |
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|
2019
Q1 | $5K | Hold |
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|
2018
Q4 | $4K | Sell |
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|
2018
Q3 | $86K | Hold |
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|
2018
Q2 | $72K | Hold |
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|
2018
Q1 | $62K | Hold |
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|
2017
Q4 | $55K | Hold |
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|
2017
Q3 | $52K | Hold |
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|
2017
Q2 | $47K | Hold |
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|
2017
Q1 | $38K | Hold |
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|
2016
Q4 | $32K | Hold |
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|
2016
Q3 | $36K | Hold |
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|
2016
Q2 | $33K | Hold |
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|
2016
Q1 | $30K | Hold |
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|
2015
Q4 | $27K | Buy |
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