McKinley Carter Wealth Services’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 | $425K | Buy |
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|
2025
Q1 | $386K | Buy |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $365K | Hold |
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|
2024
Q2 | $331K | Buy |
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|
2024
Q1 | $292K | Hold |
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|
2023
Q4 | $247K | Sell |
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|
2023
Q3 | $284K | Hold |
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|
2023
Q2 | $332K | Hold |
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|
2023
Q1 | $248K | Hold |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $302K | Sell |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $337K | Sell |
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|
2021
Q2 | $317K | Sell |
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|
2021
Q1 | $257K | Sell |
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|
2020
Q4 | $286K | Hold |
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|
2020
Q3 | $248K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $132K | Buy |
|