Laurel Wealth Advisors (North Carolina)’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 | $55K | Buy |
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|
2025
Q1 | $24.8K | Buy |
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|
2024
Q4 | $25.1K | Hold |
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|
2024
Q3 | $23.6K | Buy |
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|
2024
Q2 | $17.4K | Hold |
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|
2024
Q1 | $15.6K | Hold |
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|
2023
Q4 | $13.2K | Hold |
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|
2023
Q3 | $11.4K | Hold |
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|
2023
Q2 | $13.3K | Hold |
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|
2023
Q1 | $9.96K | Hold |
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|
2022
Q4 | $10.3K | Hold |
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|
2022
Q3 | $7K | Hold |
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|
2022
Q2 | $8K | Hold |
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|
2022
Q1 | $12K | Hold |
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|
2021
Q4 | $14K | Hold |
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|
2021
Q3 | $13K | Sell |
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|
2021
Q2 | $25K | Sell |
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|
2021
Q1 | $30K | Hold |
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|
2020
Q4 | $33K | Sell |
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|
2020
Q3 | $47K | Hold |
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|
2020
Q2 | $38K | Sell |
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|
2020
Q1 | $39K | Buy |
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|
2019
Q4 | $39K | Hold |
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|
2019
Q3 | $36K | Buy |
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|
2019
Q2 | $28K | Sell |
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|
2019
Q1 | $38K | Hold |
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|
2018
Q4 | $32K | Buy |
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