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