Center for Financial 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
Q2 | $249K | Hold |
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|
2025
Q1 | $227K | Hold |
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|
2024
Q4 | $239K | Buy |
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|
2024
Q3 | $127K | Hold |
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|
2024
Q2 | $115K | Hold |
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|
2024
Q1 | $103K | Hold |
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|
2023
Q4 | $87K | Hold |
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|
2023
Q3 | $75.4K | Hold |
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|
2023
Q2 | $88.2K | Hold |
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|
2023
Q1 | $65.9K | Hold |
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|
2022
Q4 | $68.5K | Sell |
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|
2022
Q3 | $49K | Sell |
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|
2022
Q2 | $56K | Buy |
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|
2022
Q1 | $79K | Hold |
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|
2021
Q4 | $94K | Buy |
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|
2021
Q3 | $85K | Hold |
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|
2021
Q2 | $79K | Buy |
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|
2021
Q1 | $16K | Hold |
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|
2020
Q4 | $17K | Hold |
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|
2020
Q3 | $15K | Hold |
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|
2020
Q2 | $12K | Hold |
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|
2020
Q1 | $10K | Hold |
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|
2019
Q4 | $12K | Buy |
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