Crestwood Advisors Group’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 | $2.64M | Buy |
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|
2025
Q1 | $2.29M | Buy |
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|
2024
Q4 | $2.36M | Buy |
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|
2024
Q3 | $2.18M | Buy |
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|
2024
Q2 | $1.91M | Sell |
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|
2024
Q1 | $1.72M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.17M | Buy |
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|
2023
Q2 | $554K | Buy |
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|
2023
Q1 | $389K | Sell |
|
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $241K | Sell |
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|
2022
Q2 | $264K | Buy |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $401K | Hold |
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|
2021
Q3 | $370K | Sell |
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|
2021
Q2 | $348K | Hold |
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|
2021
Q1 | $279K | Sell |
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|
2020
Q4 | $313K | Buy |
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|
2020
Q3 | $236K | Buy |
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