Encompass Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
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|
2024
Q3 | $508K | Hold |
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|
2024
Q2 | $461K | Hold |
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|
2024
Q1 | $413K | Hold |
|
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|
2023
Q4 | $349K | Hold |
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|
2023
Q3 | $303K | Hold |
|
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|
2023
Q2 | $354K | Hold |
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|
2023
Q1 | $264K | Hold |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | – | Sell |
|
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|
2022
Q2 | $226K | Hold |
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|
2022
Q1 | $339K | Buy |
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|
2021
Q4 | $391K | Hold |
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|
2021
Q3 | $360K | Hold |
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|
2021
Q2 | $333K | Hold |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $297K | Buy |
|