Bartlett & Co 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 | $1.25M | Buy |
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|
2025
Q2 | $1.5M | Hold |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.48M | Sell |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.3M | Sell |
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|
2024
Q1 | $1.2M | Sell |
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|
2023
Q4 | $1.02M | Sell |
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|
2023
Q3 | $926K | Sell |
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|
2023
Q2 | $1.13M | Hold |
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|
2023
Q1 | $843K | Sell |
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|
2022
Q4 | $1.04M | Sell |
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|
2022
Q3 | $1.08M | Hold |
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|
2022
Q2 | $1.15M | Buy |
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|
2022
Q1 | $1.6M | Hold |
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|
2021
Q4 | $1.9M | Hold |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $1.67M | Hold |
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|
2021
Q1 | $1.34M | Hold |
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|
2020
Q4 | $1.49M | Sell |
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|
2020
Q3 | $1.67M | Hold |
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|
2020
Q2 | $1.34M | Sell |
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|
2020
Q1 | $1.72M | Sell |
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|
2019
Q4 | $2.1M | Hold |
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|
2019
Q3 | $1.92M | Buy |
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|
2019
Q2 | $283K | Hold |
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|
2019
Q1 | $308K | Hold |
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|
2018
Q4 | $259K | Hold |
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|
2018
Q3 | $310K | Hold |
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|
2018
Q2 | $258K | Sell |
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|
2018
Q1 | $244K | Buy |
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