Baker Tilly 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
Q3 | $588K | Sell |
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|
2025
Q2 | $716K | Sell |
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|
2025
Q1 | $664K | Buy |
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|
2024
Q4 | $655K | Buy |
|
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|
2024
Q3 | $572K | Buy |
|
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|
2024
Q2 | $423K | Sell |
|
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|
2024
Q1 | $603K | Buy |
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|
2023
Q4 | $493K | Sell |
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|
2023
Q3 | $535K | Sell |
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|
2023
Q2 | $1.82M | Buy |
|
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|
2023
Q1 | $1.31M | Buy |
|
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|
2022
Q4 | $1.26M | Buy |
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|
2022
Q3 | $691K | Sell |
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|
2022
Q2 | $2.15M | Buy |
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|
2022
Q1 | $3.2M | Buy |
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|
2021
Q4 | $3.21M | Buy |
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|
2021
Q3 | $2.51M | Buy |
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|
2021
Q2 | $1.94M | Buy |
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|
2021
Q1 | $1.39M | Buy |
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|
2020
Q4 | $902K | Buy |
|