Capital Wealth Planning’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
Sell
2025
Q2
$424K Buy
2025
Q1
$343K Buy
2024
Q4
Sell
2024
Q3
$309K Buy
2021
Q4
Sell
2021
Q3
$228K Sell
2021
Q2
$260K Sell
2021
Q1
$213K Sell
2020
Q4
$267K Sell
2020
Q3
$812K Sell
2020
Q2
$736K Buy
2020
Q1
$607K Buy
2019
Q4
$498K Buy
2019
Q3
$433K Buy
2019
Q2
$353K Buy