HCR Wealth 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 | $690K | Buy |
|
|||||
|
2025
Q2 | $683K | Buy |
|
|||||
|
2025
Q1 | $589K | Buy |
|
|||||
|
2024
Q4 | $559K | Buy |
|
|||||
|
2024
Q3 | $525K | Sell |
|
|||||
|
2024
Q2 | $476K | Buy |
|
|||||
|
2024
Q1 | $374K | Sell |
|
|||||
|
2023
Q4 | $352K | Buy |
|
|||||
|
2023
Q3 | $241K | Sell |
|
|||||
|
2023
Q2 | $436K | Sell |
|
|||||
|
2023
Q1 | $334K | Sell |
|
|||||
|
2022
Q4 | $362K | Sell |
|
|||||
|
2022
Q3 | $280K | Buy |
|
|||||
|
2022
Q2 | $275K | Sell |
|
|||||
|
2022
Q1 | $415K | Sell |
|
|||||
|
2021
Q4 | $557K | Buy |
|
|||||
|
2021
Q3 | $482K | Buy |
|
|||||
|
2021
Q2 | $432K | Buy |
|
|||||
|
2021
Q1 | $338K | Sell |
|
|||||
|
2020
Q4 | $514K | Buy |
|
|||||
|
2020
Q3 | $384K | Buy |
|
|||||
|
2020
Q2 | $272K | Sell |
|
|||||
|
2020
Q1 | $264K | Sell |
|
|||||
|
2019
Q4 | $320K | Sell |
|
|||||
|
2019
Q3 | $334K | Buy |
|
|||||
|
2019
Q2 | $279K | Buy |
|
|||||
|
2019
Q1 | $254K | Sell |
|
|||||
|
2018
Q4 | $275K | Buy |
|