Principle Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03M | Buy |
3,736
+14
| +0.4% | +$7.61K | 0.13% | 119 |
|
|
2025
Q1 | $1.84M | Buy |
3,722
+460
| +14% | +$228K | 0.13% | 122 |
|
|
2024
Q4 | $1.7M | Sell |
3,262
-415
| -11% | -$217K | 0.12% | 129 |
|
|
2024
Q3 | $1.81M | Buy |
3,677
+230
| +7% | +$113K | 0.13% | 129 |
|
|
2024
Q2 | $1.53M | Buy |
3,447
+36
| +1% | +$16K | 0.12% | 133 |
|
|
2024
Q1 | $1.36M | Buy |
3,411
+2,293
| +205% | +$915K | 0.11% | 137 |
|
|
2023
Q4 | $377K | Sell |
1,118
-70
| -6% | -$23.6K | 0.03% | 244 |
|
|
2023
Q3 | $347K | Buy |
1,188
+37
| +3% | +$10.8K | 0.03% | 242 |
|
|
2023
Q2 | $394K | Hold |
1,151
| – | – | 0.04% | 227 |
|
|
2023
Q1 | $294K | Buy |
1,151
+80
| +7% | +$20.4K | 0.03% | 258 |
|
|
2022
Q4 | $284K | Sell |
1,071
-3
| -0.3% | -$796 | 0.03% | 257 |
|
|
2022
Q3 | $201 | Hold |
1,074
| – | – | 0.02% | 287 |
|
|
2022
Q2 | $216K | Hold |
1,074
| – | – | 0.03% | 287 |
|
|
2022
Q1 | $324K | Sell |
1,074
-75
| -7% | -$22.6K | 0.03% | 248 |
|
|
2021
Q4 | $413K | Buy |
1,149
+3
| +0.3% | +$1.08K | 0.04% | 229 |
|
|
2021
Q3 | $380K | Buy |
1,146
+75
| +7% | +$24.9K | 0.04% | 226 |
|
|
2021
Q2 | $328K | Hold |
1,071
| – | – | 0.04% | 238 |
|
|
2021
Q1 | $264K | Buy |
+1,071
| New | +$264K | 0.03% | 253 |
|
|
2020
Q3 | – | Sell |
-234
| Closed | -$44K | – | 288 |
|
|
2020
Q2 | $44K | Buy |
+234
| New | +$44K | 0.01% | 289 |
|