Gladstone Institutional Advisory’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 | $1.42M | Sell |
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|
2025
Q2 | $1.82M | Sell |
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|
2025
Q1 | $1.72M | Buy |
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|
2024
Q4 | $1.75M | Sell |
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|
2024
Q3 | $1.84M | Sell |
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|
2024
Q2 | $2.3M | Buy |
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|
2024
Q1 | $1.9M | Buy |
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|
2023
Q4 | $1.47M | Buy |
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|
2023
Q3 | $811K | Sell |
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|
2023
Q2 | $966K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $366K | Buy |
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|
2021
Q4 | $243K | Sell |
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|
2021
Q3 | $1.49M | Buy |
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|
2021
Q2 | $432K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $213K | Buy |
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