Heritage 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
Q2 | $984K | Sell |
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|
2025
Q1 | $922K | Sell |
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|
2024
Q4 | $974K | Sell |
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|
2024
Q3 | $954K | Sell |
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|
2024
Q2 | $886K | Hold |
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|
2024
Q1 | $795K | Hold |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $618K | Sell |
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|
2023
Q2 | $811K | Buy |
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|
2023
Q1 | $603K | Hold |
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|
2022
Q4 | $626K | Sell |
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|
2022
Q3 | $573K | Buy |
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|
2022
Q2 | $352K | Buy |
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|
2022
Q1 | $362K | Hold |
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|
2021
Q4 | $431K | Buy |
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|
2021
Q3 | $348K | Hold |
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|
2021
Q2 | $322K | Hold |
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|
2021
Q1 | $259K | Hold |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $248K | Hold |
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|
2020
Q2 | $199K | Hold |
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|
2020
Q1 | $173K | Hold |
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|
2019
Q4 | $207K | Hold |
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|
2019
Q3 | $188K | Hold |
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|
2019
Q2 | $184K | Buy |
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|
2019
Q1 | $191K | Hold |
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|
2018
Q4 | $160K | Sell |
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|
2018
Q3 | $220K | Buy |
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