Essex Financial Services’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 | $877K | Buy |
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|
2025
Q1 | $795K | Sell |
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|
2024
Q4 | $935K | Sell |
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|
2024
Q3 | $953K | Buy |
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|
2024
Q2 | $767K | Buy |
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|
2024
Q1 | $641K | Buy |
|
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|
2023
Q4 | $476K | Sell |
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|
2023
Q3 | $467K | Buy |
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|
2023
Q2 | $442K | Sell |
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|
2023
Q1 | $714K | Buy |
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|
2022
Q4 | $681K | Sell |
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|
2022
Q3 | $494K | Sell |
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|
2022
Q2 | $549K | Sell |
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|
2022
Q1 | $870K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $900K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $216K | Buy |
|