Principle Wealth Partners’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 | $2.03M | Buy |
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|
2025
Q1 | $1.84M | Buy |
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|
2024
Q4 | $1.7M | Sell |
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|
2024
Q3 | $1.81M | Buy |
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|
2024
Q2 | $1.53M | Buy |
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|
2024
Q1 | $1.36M | Buy |
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|
2023
Q4 | $377K | Sell |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $394K | Hold |
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|
2023
Q1 | $294K | Buy |
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|
2022
Q4 | $284K | Sell |
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|
2022
Q3 | $201 | Hold |
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|
2022
Q2 | $216K | Hold |
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|
2022
Q1 | $324K | Sell |
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|
2021
Q4 | $413K | Buy |
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|
2021
Q3 | $380K | Buy |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $264K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $44K | Buy |
|