Everhart Financial 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 | $1.85M | Buy |
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|
2025
Q1 | $1.62M | Buy |
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|
2024
Q4 | $1.67M | Buy |
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|
2024
Q3 | $1.5M | Buy |
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|
2024
Q2 | $1.19M | Buy |
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|
2024
Q1 | $920K | Buy |
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|
2023
Q4 | $658K | Buy |
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|
2023
Q3 | $424K | Buy |
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|
2023
Q2 | $429K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $316K | Sell |
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|
2022
Q3 | $269K | Buy |
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|
2022
Q2 | $229K | Buy |
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