HWA
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Heritage Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Heritage Wealth Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$984K Sell
1,811
-50
-3% -$27.2K 0.05% 83
2025
Q1 		$922K Sell
1,861
-5
-0.3% -$2.48K 0.05% 84
2024
Q4 		$974K Sell
1,866
-76
-4% -$39.7K 0.05% 86
2024
Q3 		$954K Sell
1,942
-50
-3% -$24.6K 0.04% 93
2024
Q2 		$886K Hold
1,992
– – 0.04% 89
2024
Q1 		$795K Hold
1,992
– – 0.04% 104
2023
Q4 		$672K Sell
1,992
-123
-6% -$41.5K 0.03% 117
2023
Q3 		$618K Sell
2,115
-258
-11% -$75.4K 0.03% 117
2023
Q2 		$811K Buy
2,373
+12
+0.5% +$4.1K 0.04% 98
2023
Q1 		$603K Hold
2,361
– – 0.03% 114
2022
Q4 		$626K Sell
2,361
-694
-23% -$184K 0.04% 112
2022
Q3 		$573K Buy
3,055
+1,299
+74% +$243K 0.04% 108
2022
Q2 		$352K Buy
1,756
+556
+46% +$111K 0.02% 146
2022
Q1 		$362K Hold
1,200
– – 0.02% 145
2021
Q4 		$431K Buy
1,200
+150
+14% +$53.9K 0.02% 147
2021
Q3 		$348K Hold
1,050
– – 0.02% 155
2021
Q2 		$322K Hold
1,050
– – 0.02% 164
2021
Q1 		$259K Hold
1,050
– – 0.02% 185
2020
Q4 		$286K Hold
1,050
– – 0.02% 169
2020
Q3 		$248K Hold
1,050
– – 0.03% 133
2020
Q2 		$199K Hold
1,050
– – 0.03% 140
2020
Q1 		$173K Hold
1,050
– – 0.03% 144
2019
Q4 		$207K Hold
1,050
– – 0.03% 165
2019
Q3 		$188K Hold
1,050
– – 0.03% 160
2019
Q2 		$184K Buy
1,050
+45
+4% +$7.87K 0.03% 147
2019
Q1 		$191K Hold
1,005
– – 0.03% 132
2018
Q4 		$160K Sell
1,005
-150
-13% -$23.9K 0.03% 134
2018
Q3 		$220K Buy
+1,155
New +$220K 0.04% 116