Golden State 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 | $898K | Sell |
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|
2025
Q1 | $870K | Buy |
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|
2024
Q4 | $806K | Buy |
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|
2022
Q1 | $933K | Sell |
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|
2021
Q4 | $1.16M | Buy |
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|
2021
Q3 | $1.05M | Buy |
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|
2021
Q2 | $969K | Buy |
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|
2021
Q1 | $260K | Sell |
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|
2020
Q4 | $301K | Sell |
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|
2020
Q3 | $315K | Sell |
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|
2020
Q2 | $301K | Sell |
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|
2020
Q1 | $373K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $35K | Buy |
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