OneAscent 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 | $868K | Sell |
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|
2025
Q1 | $792K | Hold |
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|
2024
Q4 | $835K | Sell |
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|
2024
Q3 | $810K | Sell |
|
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|
2024
Q2 | $829K | Sell |
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|
2024
Q1 | $761K | Sell |
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|
2023
Q4 | $777K | Buy |
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|
2023
Q3 | $660K | Sell |
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|
2023
Q2 | $825K | Sell |
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|
2023
Q1 | $703K | Buy |
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|
2022
Q4 | $720K | Sell |
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|
2022
Q3 | $604K | Sell |
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|
2022
Q2 | $656K | Buy |
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