Finer Wealth 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
Q2 | $409K | Hold |
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|
2025
Q1 | $373K | Sell |
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|
2024
Q4 | $398K | Sell |
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|
2024
Q3 | $411K | Hold |
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|
2024
Q2 | $372K | Hold |
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|
2024
Q1 | $334K | Hold |
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|
2023
Q4 | $282K | Sell |
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|
2023
Q3 | $267K | Hold |
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|
2023
Q2 | $313K | Hold |
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|
2023
Q1 | $234K | Sell |
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|
2022
Q4 | $244K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $293K | Hold |
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|
2021
Q4 | $349K | Buy |
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