Heritage Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

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