Evermay 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
Q2 | $397K | Buy |
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|
2025
Q1 | $351K | Buy |
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|
2024
Q4 | $362K | Buy |
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|
2024
Q3 | $210K | Buy |
|
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|
2024
Q2 | $143K | Sell |
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|
2024
Q1 | $140K | Sell |
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|
2023
Q4 | $126K | Buy |
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|
2023
Q3 | $104K | Buy |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $75.9K | Buy |
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|
2022
Q4 | $31.3K | Buy |
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|
2022
Q3 | $11K | Buy |
|