Paces Ferry Wealth Advisors’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 | $1.88M | Sell |
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|
2025
Q1 | $1.73M | Sell |
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|
2024
Q4 | $1.83M | Sell |
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|
2024
Q3 | $1.74M | Sell |
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|
2024
Q2 | $1.58M | Sell |
|
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|
2024
Q1 | $1.42M | Sell |
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|
2023
Q4 | $1.21M | Buy |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.23M | Buy |
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|
2023
Q1 | $915K | Buy |
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|
2022
Q4 | $946K | Buy |
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|
2022
Q3 | $667K | Buy |
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|
2022
Q2 | $704K | Sell |
|
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|
2022
Q1 | $1.06M | Sell |
|
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|
2021
Q4 | $1.26M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $877K | Sell |
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|
2020
Q4 | $983K | Sell |
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|
2020
Q3 | $868K | Buy |
|