Concord Wealth Partners’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 | $1.91M | Buy |
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|
2025
Q1 | $1.68M | Buy |
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|
2024
Q4 | $570K | Sell |
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|
2024
Q3 | $581K | Sell |
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|
2024
Q2 | $533K | Sell |
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|
2024
Q1 | $509K | Buy |
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|
2023
Q4 | $71.9K | Sell |
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|
2023
Q3 | $67.5K | Sell |
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|
2023
Q2 | $292K | Buy |
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|
2023
Q1 | $135K | Buy |
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|
2022
Q4 | $106K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $141K | Buy |
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|
2022
Q1 | $181K | Buy |
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|
2021
Q4 | $173K | Buy |
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|
2021
Q3 | $63K | Sell |
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|
2021
Q2 | $143K | Buy |
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|
2021
Q1 | $106K | Buy |
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|
2020
Q4 | $20K | Buy |
|