Legacy Wealth Management (Mississippi)’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 | $1.11M | Sell |
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|
2025
Q1 | $1.09M | Hold |
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|
2024
Q4 | $1.15M | Hold |
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|
2024
Q3 | $1.09M | Hold |
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|
2024
Q2 | $983K | Hold |
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|
2024
Q1 | $882K | Hold |
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|
2023
Q4 | $746K | Hold |
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|
2023
Q3 | $646K | Hold |
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|
2023
Q2 | $756K | Hold |
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|
2023
Q1 | $565K | Hold |
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|
2022
Q4 | $586K | Hold |
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|
2022
Q3 | $414K | Buy |
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|
2022
Q2 | $429K | Hold |
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|
2022
Q1 | $644K | Buy |
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|
2021
Q4 | $763K | Buy |
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|
2021
Q3 | $701K | Hold |
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|
2021
Q2 | $648K | Hold |
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|
2021
Q1 | $521K | Hold |
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|
2020
Q4 | $577K | Hold |
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|
2020
Q3 | $500K | Hold |
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|
2020
Q2 | $402K | Buy |
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|
2020
Q1 | $321K | Buy |
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