Circle 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 | $1.19M | Sell |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $1.15M | Sell |
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|
2024
Q3 | $1.32M | Sell |
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|
2024
Q2 | $1.29M | Sell |
|
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|
2024
Q1 | $1.27M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $942K | Buy |
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|
2023
Q2 | $924K | Buy |
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|
2023
Q1 | $675K | Hold |
|
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|
2022
Q4 | $701K | Buy |
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|
2022
Q3 | $491K | Buy |
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|
2022
Q2 | $402K | Sell |
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|
2022
Q1 | $607K | Buy |
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|
2021
Q4 | $487K | Buy |
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|
2021
Q3 | $433K | Sell |
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|
2021
Q2 | $442K | Buy |
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|
2021
Q1 | $294K | Buy |
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