Ritter Daniher Financial Advisory’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 | $263K | Hold |
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|
2025
Q1 | $240K | Buy |
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|
2024
Q4 | $199K | Sell |
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|
2024
Q3 | $223K | Hold |
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|
2024
Q2 | $202K | Hold |
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|
2024
Q1 | $181K | Hold |
|
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|
2023
Q4 | $153K | Sell |
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|
2023
Q3 | $170K | Buy |
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|
2023
Q2 | $169K | Hold |
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|
2023
Q1 | $126K | Sell |
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|
2022
Q4 | $145K | Buy |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $24K | Hold |
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|
2021
Q4 | $28K | Hold |
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|
2021
Q3 | $26K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $19K | Hold |
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|
2020
Q4 | $21K | Buy |
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