Herold 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 | $2.88M | Hold |
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|
2025
Q2 | $3.5M | Hold |
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|
2025
Q1 | $3.19M | Hold |
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|
2024
Q4 | $3.37M | Hold |
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|
2024
Q3 | $3.17M | Hold |
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|
2024
Q2 | $2.87M | Sell |
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|
2024
Q1 | $3.17M | Hold |
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|
2023
Q4 | $2.68M | Hold |
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|
2023
Q3 | $2.32M | Hold |
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|
2023
Q2 | $2.72M | Hold |
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|
2023
Q1 | $2.03M | Hold |
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|
2022
Q4 | $2.11M | Hold |
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|
2022
Q3 | $1.49M | Hold |
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|
2022
Q2 | $1.59M | Hold |
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|
2022
Q1 | $2.4M | Hold |
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|
2021
Q4 | $2.86M | Hold |
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|
2021
Q3 | $2.63M | Buy |
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