Pinnacle Wealth Planning Services’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 | $1.43M | Buy |
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|
2025
Q1 | $1.08M | Buy |
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|
2024
Q4 | $1.1M | Sell |
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|
2024
Q3 | $1.26M | Sell |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.1M | Buy |
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|
2023
Q4 | $922K | Buy |
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|
2023
Q3 | $729K | Sell |
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|
2023
Q2 | $885K | Buy |
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|
2023
Q1 | $612K | Sell |
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|
2022
Q4 | $643K | Sell |
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|
2022
Q3 | $459K | Sell |
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|
2022
Q2 | $501K | Buy |
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|
2022
Q1 | $710K | Buy |
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|
2021
Q4 | $810K | Buy |
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|
2021
Q3 | $574K | Buy |
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|
2021
Q2 | $530K | Buy |
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|
2021
Q1 | $384K | Sell |
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|
2020
Q4 | $444K | Sell |
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|
2020
Q3 | $411K | Buy |
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|
2020
Q2 | $318K | Sell |
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|
2020
Q1 | $308K | Buy |
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|
2019
Q4 | $302K | Buy |
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|
2019
Q3 | $237K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $225K | Sell |
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|
2018
Q3 | $282K | Sell |
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|
2018
Q2 | $245K | Sell |
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|
2018
Q1 | $216K | Buy |
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