Cherry Tree 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
2025
Q2
$1.63K Sell
2025
Q1
$22.8K Hold
2024
Q4
$24K Hold
2024
Q3
$22.6K Hold
2024
Q2
$20.5K Buy
2024
Q1
$1.2K Hold
2023
Q4
$1.01K Hold
2023
Q3
$877 Hold
2023
Q2
$1.03K Buy