Marks Group Wealth Management’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 | $5.27M | Sell |
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|
2025
Q1 | $4.83M | Sell |
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|
2024
Q4 | $5.8M | Sell |
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|
2024
Q3 | $5.5M | Sell |
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|
2024
Q2 | $5.04M | Buy |
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|
2024
Q1 | $4.46M | Buy |
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|
2023
Q4 | $3.7M | Buy |
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|
2023
Q3 | $3.16M | Sell |
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|
2023
Q2 | $3.79M | Sell |
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|
2023
Q1 | $2.89M | Buy |
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|
2022
Q4 | $2.98M | Sell |
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|
2022
Q3 | $2.11M | Buy |
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|
2022
Q2 | $2.19M | Buy |
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|
2022
Q1 | $3.13M | Buy |
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|
2021
Q4 | $3.38M | Buy |
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|
2021
Q3 | $3.14M | Sell |
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|
2021
Q2 | $3M | Sell |
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|
2021
Q1 | $2.31M | Buy |
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|
2020
Q4 | $2.5M | Buy |
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|
2020
Q3 | $2.08M | Buy |
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|
2020
Q2 | $1.6M | Buy |
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