SIA
Schechter Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.78M | Sell |
3,590
-557
| -13% | -$276K | 0.15% | 132 |
|
|
2024
Q4 | $2.16M | Sell |
4,147
-17
| -0.4% | -$8.87K | 0.17% | 119 |
|
|
2024
Q3 | $2.05M | Sell |
4,164
-292
| -7% | -$143K | 0.15% | 131 |
|
|
2024
Q2 | $1.98M | Sell |
4,456
-28
| -0.6% | -$12.5K | 0.15% | 120 |
|
|
2024
Q1 | $1.79M | Sell |
4,484
-338
| -7% | -$135K | 0.13% | 142 |
|
|
2023
Q4 | $1.63M | Buy |
4,822
+224
| +5% | +$75.6K | 0.14% | 141 |
|
|
2023
Q3 | $1.34M | Buy |
4,598
+150
| +3% | +$43.8K | 0.13% | 166 |
|
|
2023
Q2 | $1.52M | Sell |
4,448
-219
| -5% | -$74.9K | 0.14% | 158 |
|
|
2023
Q1 | $1.19M | Buy |
4,667
+324
| +7% | +$82.8K | 0.11% | 213 |
|
|
2022
Q4 | $1.15M | Buy |
4,343
+208
| +5% | +$55.2K | 0.11% | 247 |
|
|
2022
Q3 | $776K | Sell |
4,135
-1,677
| -29% | -$315K | 0.08% | 363 |
|
|
2022
Q2 | $1.17M | Sell |
5,812
-954
| -14% | -$191K | 0.11% | 231 |
|
|
2022
Q1 | $2.04M | Sell |
6,766
-37
| -0.5% | -$11.2K | 0.19% | 101 |
|
|
2021
Q4 | $2.44M | Buy |
+6,803
| New | +$2.44M | 0.22% | 85 |
|