Plante Moran Financial 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 | $175K | Sell |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $177K | Buy |
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|
2024
Q3 | $155K | Sell |
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|
2024
Q2 | $145K | Buy |
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|
2024
Q1 | $126K | Sell |
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|
2023
Q4 | $108K | Buy |
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|
2023
Q3 | $92.1K | Sell |
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|
2023
Q2 | $109K | Buy |
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|
2023
Q1 | $80.5K | Sell |
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|
2022
Q4 | $88.1K | Sell |
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|
2022
Q3 | $69K | Sell |
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|
2022
Q2 | $78K | Sell |
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|
2022
Q1 | $133K | Sell |
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|
2021
Q4 | $181K | Sell |
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|
2021
Q3 | $189K | Sell |
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|
2021
Q2 | $177K | Buy |
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|
2021
Q1 | $132K | Buy |
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|
2020
Q4 | $133K | Sell |
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|
2020
Q3 | $336K | Buy |
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|
2020
Q2 | $92K | Buy |
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|
2020
Q1 | $65K | Sell |
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|
2019
Q4 | $219K | Buy |
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|
2019
Q3 | $57K | Buy |
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|
2019
Q2 | $55K | Hold |
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|
2019
Q1 | $60K | Hold |
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|
2018
Q4 | $50K | Sell |
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|
2018
Q3 | $62K | Buy |
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|
2018
Q2 | $50K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $3K | Sell |
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|
2016
Q1 | $5K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $44K | Buy |
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|
2014
Q1 | $13K | Buy |
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