Avitas 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $974K | Sell |
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|
2024
Q3 | $938K | Sell |
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|
2024
Q2 | $911K | Sell |
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|
2024
Q1 | $866K | Sell |
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|
2023
Q4 | $739K | Sell |
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|
2023
Q3 | $644K | Sell |
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|
2023
Q2 | $777K | Sell |
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|
2023
Q1 | $588K | Sell |
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|
2022
Q4 | $628K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $716K | Sell |
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|
2021
Q4 | $1.31M | Buy |
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