Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $803K | Buy |
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|
2024
Q3 | $744K | Hold |
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|
2024
Q2 | $674K | Hold |
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|
2024
Q1 | $605K | Buy |
|
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|
2023
Q4 | $508K | Sell |
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|
2023
Q3 | $459K | Buy |
|
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|
2023
Q2 | $515K | Buy |
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|
2023
Q1 | $382K | Hold |
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|
2022
Q4 | $396K | Sell |
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|
2022
Q3 | $296K | Buy |
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|
2022
Q2 | $301K | Buy |
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|
2022
Q1 | $453K | Buy |
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|
2021
Q4 | $377K | Buy |
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