EverSource Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
1,750
+406
| +30% | +$221K | 0.04% | 291 |
|
|
2025
Q1 | $666K | Buy |
1,344
+134
| +11% | +$66.4K | 0.04% | 325 |
|
|
2024
Q4 | $632K | Buy |
1,210
+170
| +16% | +$88.7K | 0.04% | 321 |
|
|
2024
Q3 | $511K | Sell |
1,040
-117
| -10% | -$57.5K | 0.03% | 322 |
|
|
2024
Q2 | $514K | Buy |
1,157
+281
| +32% | +$125K | 0.03% | 308 |
|
|
2024
Q1 | $325K | Buy |
876
+22
| +3% | +$8.15K | 0.03% | 356 |
|
|
2023
Q4 | $288K | Buy |
854
+62
| +8% | +$20.9K | 0.03% | 349 |
|
|
2023
Q3 | $231K | Buy |
792
+91
| +13% | +$26.6K | 0.02% | 363 |
|
|
2023
Q2 | $240K | Sell |
701
-34
| -5% | -$11.6K | 0.03% | 362 |
|
|
2023
Q1 | $188K | Sell |
735
-2
| -0.3% | -$511 | 0.02% | 378 |
|
|
2022
Q4 | $196K | Sell |
737
-193
| -21% | -$51.2K | 0.03% | 355 |
|
|
2022
Q3 | $174K | Buy |
930
+187
| +25% | +$35K | 0.04% | 321 |
|
|
2022
Q2 | $150K | Buy |
743
+201
| +37% | +$40.6K | 0.04% | 297 |
|
|
2022
Q1 | $163K | Buy |
542
+185
| +52% | +$55.6K | 0.04% | 274 |
|
|
2021
Q4 | $129K | Buy |
+357
| New | +$129K | 0.04% | 274 |
|