Axxcess 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 | $5.99M | Buy |
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|
2025
Q1 | $4.4M | Sell |
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|
2024
Q4 | $4.95M | Sell |
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|
2024
Q3 | $4.96M | Sell |
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|
2024
Q2 | $5.58M | Buy |
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|
2024
Q1 | $4.21M | Buy |
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|
2023
Q4 | $3.01M | Buy |
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|
2023
Q3 | $2.47M | Buy |
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|
2023
Q2 | $457K | Sell |
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|
2023
Q1 | $365K | Sell |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $351K | Sell |
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|
2022
Q2 | $377K | Sell |
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|
2022
Q1 | $871K | Buy |
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|
2021
Q4 | $655K | Buy |
|