Regent Peak Wealth 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
Q3
$322K Buy
2025
Q1
$344K Sell
2024
Q4
$371K Buy
2024
Q3
$344K Buy
2024
Q2
$310K Buy
2024
Q1
$271K Sell
2023
Q4
$232K Buy
2023
Q3
Sell
2023
Q2
$229K Buy
2023
Q1
Sell
2022
Q4
$281K Buy
2022
Q2
Sell
2022
Q1
$217K Sell
2021
Q4
$261K Sell
2021
Q3
$247K Buy
2021
Q2
$241K Buy
2021
Q1
Sell
2020
Q4
$148K Buy