Schechter Investment 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
Q1 | $1.78M | Sell |
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|
2024
Q4 | $2.16M | Sell |
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|
2024
Q3 | $2.05M | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $1.79M | Sell |
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|
2023
Q4 | $1.63M | Buy |
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|
2023
Q3 | $1.34M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.19M | Buy |
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|
2022
Q4 | $1.15M | Buy |
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|
2022
Q3 | $776K | Sell |
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|
2022
Q2 | $1.17M | Sell |
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|
2022
Q1 | $2.04M | Sell |
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|
2021
Q4 | $2.44M | Buy |
|