Geller 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
2024
Q4
$1.32M Sell
2024
Q3
$1.24M Sell
2024
Q2
$1.59M Buy
2024
Q1
$1.42M Buy
2023
Q4
$1.17M Sell
2023
Q3
$1.02M Sell
2023
Q2
$1.23M Buy
2023
Q1
$321K Buy
2022
Q4
$300K Buy
2022
Q3
$209K Buy
2022
Q2
Sell
2022
Q1
$293K Sell
2021
Q4
$364K Buy
2021
Q3
$335K Sell
2021
Q2
$326K Buy
2021
Q1
$258K Buy
2020
Q4
$258K Buy