Evoke Wealth’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 | $875K | Buy |
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|
2025
Q1 | $586K | Buy |
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|
2024
Q4 | $567K | Buy |
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|
2024
Q3 | $380K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $255K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $299K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $115K | Sell |
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|
2022
Q2 | $151K | Sell |
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|
2022
Q1 | $302K | Buy |
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|
2021
Q4 | $316K | Buy |
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|
2021
Q3 | $58K | Sell |
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|
2021
Q2 | $69K | Buy |
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|
2021
Q1 | $52K | Buy |
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|
2020
Q4 | $31K | Hold |
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|
2020
Q3 | $27K | Hold |
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|
2020
Q2 | $22K | Sell |
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|
2020
Q1 | $21.3K | Sell |
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|
2019
Q4 | $43.7K | Sell |
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|
2019
Q3 | $43.2K | Buy |
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