Halbert Hargrove Global 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.02M | Sell |
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|
2025
Q2 | $2.47M | Sell |
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|
2025
Q1 | $2.41M | Buy |
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|
2024
Q4 | $2.53M | Buy |
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|
2024
Q3 | $2.24M | Sell |
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|
2024
Q2 | $2.42M | Sell |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $1.38M | Buy |
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|
2023
Q3 | $1.18M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $251K | Buy |
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|
2022
Q4 | $252K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $294K | Sell |
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|
2021
Q4 | $352K | Buy |
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|
2021
Q3 | $322K | Buy |
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|
2021
Q2 | $266K | Buy |
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|
2021
Q1 | $212K | Buy |
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|
2020
Q4 | $229K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $270K | Buy |
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|
2013
Q4 | $205K | Sell |
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|
2013
Q3 | $254K | Sell |
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|
2013
Q2 | $471K | Buy |
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