CreativeOne Wealth’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
Q3 | $1.92M | Sell |
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|
2025
Q2 | $3.28M | Buy |
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|
2025
Q1 | $2.71M | Buy |
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|
2024
Q4 | $2.6M | Buy |
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|
2024
Q3 | $1.3M | Buy |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $927K | Buy |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $459K | Sell |
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|
2023
Q2 | $1.13M | Sell |
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|
2023
Q1 | $890K | Sell |
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|
2022
Q4 | $1.25M | Sell |
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|
2022
Q3 | $901K | Buy |
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|
2022
Q2 | $947K | Sell |
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|
2022
Q1 | $1.46M | Buy |
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|
2021
Q4 | $1.56M | Sell |
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|
2021
Q3 | $2.18M | Buy |
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|
2021
Q2 | $1.17M | Buy |
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|
2021
Q1 | $775K | Buy |
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|
2020
Q4 | $759K | Buy |
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|
2020
Q3 | $393K | Buy |
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