Berger Financial Group’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 | $1.83M | Sell |
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|
2025
Q2 | $2.26M | Sell |
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|
2025
Q1 | $2.06M | Sell |
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|
2024
Q4 | $3.11M | Hold |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.65M | Sell |
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|
2024
Q1 | $2.4M | Sell |
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|
2023
Q4 | $2.05M | Sell |
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|
2023
Q3 | $1.78M | Buy |
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|
2023
Q2 | $1.65M | Sell |
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|
2023
Q1 | $1.24M | Sell |
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|
2022
Q4 | $1.31M | Sell |
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|
2022
Q3 | $958K | Sell |
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|
2022
Q2 | $1.03M | Sell |
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|
2022
Q1 | $1.61M | Sell |
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|
2021
Q4 | $2M | Buy |
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|
2021
Q3 | $1.23M | Hold |
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|
2021
Q2 | $1.14M | Hold |
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|
2021
Q1 | $917K | Sell |
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|
2020
Q4 | $1.02M | Buy |
|