Bogart Wealth LLC’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 | $7.41M | Buy |
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|
2025
Q2 | $7.12M | Buy |
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|
2025
Q1 | $6.2M | Buy |
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|
2024
Q4 | $20.9K | Buy |
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|
2024
Q3 | $16.7K | Hold |
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|
2024
Q2 | $15.1K | Sell |
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|
2024
Q1 | $53.5K | Hold |
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|
2023
Q4 | $45.2K | Buy |
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|
2023
Q3 | $32.7K | Buy |
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|
2023
Q2 | $32.1K | Sell |
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|
2023
Q1 | $29.4K | Buy |
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|
2022
Q4 | $3.71K | Sell |
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|
2022
Q3 | $28K | Buy |
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|
2022
Q2 | $17K | Buy |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Buy |
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