Clearstead Advisors’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 | $2.77M | Buy |
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|
2025
Q1 | $1.63M | Sell |
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|
2024
Q4 | $1.73M | Sell |
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|
2024
Q3 | $1.66M | Buy |
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|
2024
Q2 | $1.47M | Buy |
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|
2024
Q1 | $427K | Sell |
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|
2023
Q4 | $435K | Sell |
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|
2023
Q3 | $735K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $205K | Buy |
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|
2022
Q4 | $93.7K | Sell |
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|
2022
Q3 | $91K | Sell |
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|
2022
Q2 | $116K | Buy |
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|
2022
Q1 | $141K | Buy |
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|
2021
Q4 | $154K | Buy |
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|
2021
Q3 | $132K | Sell |
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|
2021
Q2 | $130K | Sell |
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|
2021
Q1 | $132K | Buy |
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|
2020
Q4 | $52K | Sell |
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|
2020
Q3 | $49K | Buy |
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|
2020
Q2 | $36K | Sell |
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|
2020
Q1 | $110K | Buy |
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