Lake Street Private Wealth’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
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|
2025
Q4 | $292K | Hold |
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|
2025
Q3 | $231K | Buy |
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|
2025
Q2 | $226K | Hold |
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|
2025
Q1 | $206K | Sell |
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|
2024
Q4 | $228K | Sell |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $2.05M | Sell |
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|
2024
Q1 | $2.4M | Buy |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $293K | Buy |
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|
2023
Q2 | $321K | Sell |
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|
2023
Q1 | $255K | Sell |
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|
2022
Q4 | $380K | Sell |
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|
2022
Q3 | $344K | Buy |
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|
2022
Q2 | $343K | Buy |
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|
2022
Q1 | $319K | Buy |
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|
2021
Q4 | $248K | Buy |
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