Integrated Wealth Concepts’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 | $3.98M | Buy |
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|
2025
Q1 | $2.72M | Sell |
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|
2024
Q4 | $2.89M | Buy |
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|
2024
Q3 | $2.37M | Buy |
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|
2024
Q2 | $2.1M | Buy |
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|
2024
Q1 | $1.88M | Buy |
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|
2023
Q4 | $1.48M | Buy |
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|
2023
Q3 | $1.21M | Buy |
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|
2023
Q2 | $1.32M | Buy |
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|
2023
Q1 | $784K | Buy |
|
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|
2022
Q4 | $395K | Buy |
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|
2022
Q3 | $242K | Sell |
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|
2022
Q2 | $318K | Buy |
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|
2022
Q1 | $462K | Sell |
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|
2021
Q4 | $631K | Sell |
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|
2021
Q3 | $674K | Sell |
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|
2021
Q2 | $636K | Buy |
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|
2021
Q1 | $490K | Buy |
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|
2020
Q4 | $474K | Buy |
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|
2020
Q3 | $396K | Sell |
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|
2020
Q2 | $362K | Buy |
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|
2020
Q1 | $276K | Buy |
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|
2019
Q4 | $206K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $211K | Buy |
|