IVC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $333K | Sell |
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|
2023
Q3 | $291K | Hold |
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|
2023
Q2 | $340K | Hold |
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|
2023
Q1 | $254K | Sell |
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|
2022
Q4 | $292K | Sell |
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|
2022
Q3 | $210K | Sell |
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|
2022
Q2 | $227K | Sell |
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|
2022
Q1 | $416K | Buy |
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|
2021
Q4 | $483K | Buy |
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|
2021
Q3 | $442K | Hold |
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|
2021
Q2 | $409K | Buy |
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|
2021
Q1 | $307K | Buy |
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|
2020
Q4 | $335K | Buy |
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