Crewe 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 | $119K | Buy |
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|
2025
Q1 | $107K | Sell |
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|
2024
Q4 | $115K | Sell |
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|
2024
Q3 | $182K | Hold |
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|
2024
Q2 | $165K | Sell |
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|
2024
Q1 | $161K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $75.2K | Sell |
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|
2023
Q1 | $140K | Sell |
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|
2022
Q4 | $187K | Buy |
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|
2022
Q3 | $103K | Buy |
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|
2022
Q2 | $80K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $5K | Hold |
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|
2021
Q2 | $5K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Sell |
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|
2020
Q3 | $7K | Buy |
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