ProVise Management Group’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 | $435K | Hold |
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|
2025
Q1 | $397K | Hold |
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|
2024
Q4 | $418K | Hold |
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|
2024
Q3 | $394K | Hold |
|
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|
2024
Q2 | $356K | Hold |
|
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|
2024
Q1 | $320K | Hold |
|
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|
2023
Q4 | $270K | Hold |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $274K | Hold |
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|
2023
Q1 | $205K | Sell |
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|
2022
Q4 | $214K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $260K | Hold |
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|
2021
Q4 | $309K | Hold |
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|
2021
Q3 | $285K | Buy |
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|
2021
Q2 | $246K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $218K | Buy |
|