LVW 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $719K | Sell |
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|
2025
Q2 | $943K | Buy |
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|
2025
Q1 | $767K | Buy |
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|
2024
Q4 | $756K | Buy |
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|
2024
Q3 | $702K | Buy |
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|
2024
Q2 | $587K | Buy |
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|
2024
Q1 | $479K | Buy |
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|
2023
Q4 | $358K | Buy |
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|
2023
Q3 | $223K | Buy |
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|
2023
Q2 | $210K | Sell |
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|
2023
Q1 | $228K | Buy |
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|
2022
Q4 | $236K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $335K | Buy |
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|
2021
Q4 | $368K | Sell |
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|
2021
Q3 | $396K | Buy |
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|
2021
Q2 | $311K | Buy |
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|
2021
Q1 | $218K | Buy |
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