GoalVest 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 | $55.5K | Sell |
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|
2025
Q2 | $1.72M | Buy |
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|
2025
Q1 | $1.47M | Buy |
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|
2024
Q4 | $64.2K | Hold |
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|
2024
Q3 | $60.4K | Hold |
|
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|
2024
Q2 | $54.7K | Sell |
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|
2024
Q1 | $53.5K | Buy |
|
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|
2023
Q4 | $41.5K | Hold |
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|
2023
Q3 | $36K | Hold |
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|
2023
Q2 | $42.1K | Hold |
|
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|
2023
Q1 | $31.4K | Hold |
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|
2022
Q4 | $32.6K | Hold |
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|
2022
Q3 | $23K | Sell |
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|
2022
Q2 | $27K | Sell |
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|
2022
Q1 | $536K | Buy |
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|
2021
Q2 | $719K | Sell |
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|
2021
Q1 | $747K | Buy |
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|
2020
Q4 | $723K | Buy |
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