Institute for Wealth Management’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 | $1.08M | Sell |
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|
2025
Q2 | $1.34M | Sell |
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|
2025
Q1 | $1.24M | Sell |
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|
2024
Q4 | $1.32M | Buy |
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|
2024
Q3 | $1.23M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $889K | Hold |
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|
2023
Q3 | $770K | Sell |
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|
2023
Q2 | $910K | Buy |
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|
2023
Q1 | $677K | Sell |
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|
2022
Q4 | $723K | Sell |
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|
2022
Q3 | $525K | Sell |
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|
2022
Q2 | $566K | Buy |
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|
2022
Q1 | $843K | Sell |
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|
2021
Q4 | $1.03M | Buy |
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|
2021
Q3 | $929K | Sell |
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|
2021
Q2 | $900K | Buy |
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|
2021
Q1 | $702K | Buy |
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|
2020
Q4 | $708K | Buy |
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|
2020
Q3 | $523K | Sell |
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|
2020
Q2 | $433K | Buy |
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|
2020
Q1 | $354K | Sell |
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|
2019
Q4 | $722K | Buy |
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|
2019
Q3 | $657K | Sell |
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|
2019
Q2 | $645K | Sell |
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|
2019
Q1 | $3.32M | Buy |
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|
2018
Q4 | $2.76M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1.99M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1.49M | Buy |
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