Financial Advocates Investment 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
Q3 | – | Sell |
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|
2025
Q2 | $470K | Sell |
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|
2025
Q1 | $851K | Buy |
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|
2024
Q4 | $870K | Sell |
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|
2024
Q3 | $865K | Sell |
|
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|
2024
Q2 | $785K | Buy |
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|
2024
Q1 | $678K | Buy |
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|
2023
Q4 | $552K | Buy |
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|
2023
Q3 | $447K | Buy |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $428K | Buy |
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|
2022
Q4 | $430K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $321K | Buy |
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