Forum Financial 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 | $1.16M | Buy |
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|
2025
Q1 | $994K | Buy |
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|
2024
Q4 | $1.04M | Buy |
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|
2024
Q3 | $966K | Buy |
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|
2024
Q2 | $859K | Sell |
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|
2024
Q1 | $773K | Buy |
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|
2023
Q4 | $653K | Sell |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q2 | $648K | Sell |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $502K | Hold |
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|
2022
Q3 | $354K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $404K | Sell |
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|
2021
Q4 | $615K | Buy |
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