Marcum 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.28M | Buy |
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|
2024
Q4 | $1.34M | Sell |
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|
2024
Q3 | $1.32M | Buy |
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|
2024
Q2 | $1.18M | Buy |
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|
2024
Q1 | $1.04M | Sell |
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|
2023
Q4 | $892K | Sell |
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|
2023
Q3 | $800K | Buy |
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|
2023
Q2 | $425K | Sell |
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|
2023
Q1 | $671K | Buy |
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|
2022
Q4 | $244K | Sell |
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|
2022
Q3 | $245K | Buy |
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|
2022
Q2 | $221K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $324K | Buy |
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