Ropes 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $343K | Sell |
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|
2023
Q2 | $415K | Sell |
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|
2023
Q1 | $311K | Buy |
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|
2022
Q4 | $321K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $211K | Buy |
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|
2022
Q1 | $315K | Sell |
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|
2021
Q4 | $470K | Sell |
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|
2021
Q3 | $518K | Buy |
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|
2021
Q2 | $451K | Sell |
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|
2021
Q1 | $418K | Buy |
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|
2020
Q4 | $362K | Sell |
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|
2020
Q3 | $314K | Hold |
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|
2020
Q2 | $252K | Hold |
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|
2020
Q1 | $219K | Buy |
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|
2019
Q4 | $233K | Buy |
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|
2019
Q3 | $21K | Buy |
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