Phoenix Financial’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 | $7.06M | Buy |
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|
2025
Q2 | $8.29M | Buy |
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|
2025
Q1 | $7.07M | Buy |
|
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|
2024
Q4 | $6.55M | Sell |
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|
2024
Q3 | $6.76M | Sell |
|
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|
2024
Q2 | $7.44M | Buy |
|
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|
2024
Q1 | $6.42M | Buy |
|
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|
2023
Q4 | $3.29M | Buy |
|
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|
2023
Q3 | $2.56M | Sell |
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|
2023
Q2 | $3.04M | Buy |
|
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|
2023
Q1 | $1.41M | Sell |
|
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|
2022
Q4 | $1.56M | Buy |
|
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|
2022
Q3 | $1.09M | Buy |
|
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|
2022
Q2 | $1.03M | Buy |
|
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|
2022
Q1 | $1.38M | Buy |
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|
2021
Q4 | $564K | Sell |
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|
2021
Q3 | $623K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $612K | Sell |
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|
2020
Q4 | $769K | Buy |
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|
2020
Q3 | $333K | Buy |
|