EverSource 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $951K | Buy |
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|
2025
Q1 | $666K | Buy |
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|
2024
Q4 | $632K | Buy |
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|
2024
Q3 | $511K | Sell |
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|
2024
Q2 | $514K | Buy |
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|
2024
Q1 | $325K | Buy |
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|
2023
Q4 | $288K | Buy |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $240K | Sell |
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|
2023
Q1 | $188K | Sell |
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|
2022
Q4 | $196K | Sell |
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|
2022
Q3 | $174K | Buy |
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|
2022
Q2 | $150K | Buy |
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|
2022
Q1 | $163K | Buy |
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|
2021
Q4 | $129K | Buy |
|