Guardian Wealth Advisors (North Carolina)’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 | $1.35M | Buy |
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|
2025
Q1 | $1.2M | Sell |
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|
2024
Q4 | $1.28M | Buy |
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|
2024
Q3 | $1.19M | Sell |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $810K | Sell |
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|
2023
Q4 | $687K | Buy |
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|
2023
Q3 | $571K | Buy |
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|
2023
Q2 | $659K | Buy |
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|
2023
Q1 | $456K | Sell |
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|
2022
Q4 | $540K | Buy |
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|
2022
Q3 | $340K | Sell |
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|
2022
Q2 | $370K | Buy |
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|
2022
Q1 | $259K | Sell |
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|
2021
Q4 | $498K | Buy |
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