SAG
SageView Advisory Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.76M | Buy |
3,562
+369
| +12% | +$182K | 0.07% | 153 |
|
|
2025
Q1 | $1.58M | Sell |
3,193
-303
| -9% | -$150K | 0.07% | 151 |
|
|
2024
Q4 | $1.82M | Buy |
3,496
+653
| +23% | +$341K | 0.08% | 132 |
|
|
2024
Q3 | $1.4M | Sell |
2,843
-1,299
| -31% | -$638K | 0.07% | 151 |
|
|
2024
Q2 | $1.84M | Buy |
4,142
+3,700
| +837% | +$1.65M | 0.09% | 132 |
|
|
2024
Q1 | $287K | Sell |
442
-4,484
| -91% | -$2.91M | 0.01% | 427 |
|
|
2023
Q4 | $1.86M | Buy |
4,926
+4,241
| +619% | +$1.6M | 0.08% | 152 |
|
|
2023
Q3 | $200K | Buy |
685
+22
| +3% | +$6.43K | 0.01% | 508 |
|
|
2023
Q2 | $227K | Buy |
+663
| New | +$227K | 0.01% | 508 |
|