Modera 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
Q3 | $591K | Sell |
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|
2025
Q2 | $729K | Sell |
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|
2025
Q1 | $770K | Buy |
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|
2024
Q4 | $787K | Buy |
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|
2024
Q3 | $726K | Sell |
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|
2024
Q2 | $768K | Sell |
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|
2024
Q1 | $694K | Buy |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $501K | Buy |
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|
2023
Q2 | $575K | Buy |
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|
2023
Q1 | $415K | Buy |
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|
2022
Q4 | $425K | Sell |
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|
2022
Q3 | $326K | Buy |
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|
2022
Q2 | $341K | Sell |
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|
2022
Q1 | $513K | Sell |
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|
2021
Q4 | $984K | Buy |
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|
2021
Q3 | $566K | Buy |
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|
2021
Q2 | $521K | Hold |
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|
2021
Q1 | $418K | Hold |
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|
2020
Q4 | $463K | Buy |
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