Capital Asset Advisory Services’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 | $3.55M | Buy |
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|
2025
Q2 | $3.91M | Buy |
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|
2025
Q1 | $3.45M | Buy |
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|
2024
Q4 | $3.43M | Sell |
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|
2024
Q3 | $3.11M | Buy |
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|
2024
Q2 | $2.82M | Buy |
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|
2024
Q1 | $2.35M | Buy |
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|
2023
Q4 | $1.92M | Buy |
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|
2023
Q3 | $1.56M | Buy |
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|
2023
Q2 | $1.74M | Buy |
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|
2023
Q1 | $1.22M | Buy |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $726K | Buy |
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|
2022
Q2 | $758K | Sell |
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|
2022
Q1 | $1.19M | Sell |
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|
2021
Q4 | $1.52M | Buy |
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|
2021
Q3 | $1.39M | Sell |
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|
2021
Q2 | $1.31M | Buy |
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|
2021
Q1 | $989K | Buy |
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|
2020
Q4 | $913K | Buy |
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|
2020
Q3 | $791K | Hold |
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|
2020
Q2 | $753K | Hold |
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|
2020
Q1 | $567K | Sell |
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|
2019
Q4 | $708K | Hold |
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|
2019
Q3 | $651K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $796K | Hold |
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|
2018
Q4 | $668K | Hold |
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|
2018
Q3 | $801K | Hold |
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|
2018
Q2 | $667K | Hold |
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|
2018
Q1 | $576K | Sell |
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|
2017
Q4 | $605K | Hold |
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|
2017
Q3 | $578K | Hold |
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|
2017
Q2 | $515K | Buy |
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