Physician 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 | $437K | Buy |
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|
2025
Q1 | $371K | Sell |
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|
2024
Q4 | $412K | Buy |
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|
2024
Q3 | $376K | Sell |
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|
2024
Q2 | $361K | Sell |
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|
2024
Q1 | $321K | Hold |
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|
2023
Q4 | $319K | Sell |
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|
2023
Q3 | $251K | Hold |
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|
2023
Q2 | $286K | Sell |
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|
2023
Q1 | $271K | Hold |
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|
2022
Q4 | $235K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Sell |
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|
2021
Q3 | $230K | Buy |
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