Exencial 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
Q3 | $363K | Sell |
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|
2025
Q2 | $445K | Buy |
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|
2025
Q1 | $327K | Buy |
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|
2024
Q4 | $335K | Buy |
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|
2024
Q3 | $279K | Buy |
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|
2024
Q2 | $234K | Sell |
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|
2024
Q1 | $213K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $350K | Hold |
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|
2021
Q1 | $282K | Hold |
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|
2020
Q4 | $312K | Sell |
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|
2020
Q3 | $392K | Hold |
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|
2020
Q2 | $315K | Hold |
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|
2020
Q1 | $273K | Buy |
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|
2019
Q4 | $254K | Hold |
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|
2019
Q3 | $232K | Sell |
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|
2019
Q2 | $374K | Hold |
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|
2019
Q1 | $407K | Hold |
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|
2018
Q4 | $341K | Buy |
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