Destination Wealth Management’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 | $17.7M | Buy |
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|
2025
Q2 | $14.4M | Buy |
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|
2025
Q1 | $388K | Buy |
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|
2024
Q4 | $374K | Sell |
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|
2024
Q3 | $378K | Buy |
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|
2024
Q2 | $329K | Buy |
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|
2024
Q1 | $293K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $98K | Buy |
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|
2018
Q4 | $72K | Hold |
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|
2018
Q3 | $86K | Hold |
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|
2018
Q2 | $72K | Hold |
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|
2018
Q1 | $62K | Buy |
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