Smith Salley Wealth Management’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
Q3 | $2.61M | Buy |
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|
2025
Q2 | $2.64M | Buy |
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|
2025
Q1 | $2.19M | Buy |
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|
2024
Q4 | $394K | Hold |
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|
2024
Q3 | $371K | Buy |
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|
2024
Q2 | $330K | Hold |
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|
2024
Q1 | $296K | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $892K | Buy |
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|
2023
Q2 | $1.04M | Buy |
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|
2023
Q1 | $729K | Sell |
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|
2022
Q4 | $805K | Buy |
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|
2022
Q3 | $546K | Buy |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $811K | Sell |
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|
2021
Q4 | $985K | Buy |
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|
2021
Q3 | $901K | Hold |
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|
2021
Q2 | $834K | Buy |
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|
2021
Q1 | $665K | Sell |
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|
2020
Q4 | $1.23M | Buy |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $855K | Sell |
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|
2020
Q1 | $754K | Hold |
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|
2019
Q4 | $900K | Hold |
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|
2019
Q3 | $822K | Sell |
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|
2019
Q2 | $901K | Sell |
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|
2019
Q1 | $986K | Sell |
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|
2018
Q4 | $847K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $859K | Sell |
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|
2018
Q1 | $758K | Sell |
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|
2017
Q4 | $680K | Sell |
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|
2017
Q3 | $662K | Sell |
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|
2017
Q2 | $613K | Sell |
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|
2017
Q1 | $570K | Sell |
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|
2016
Q4 | $508K | Hold |
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|
2016
Q3 | $581K | Sell |
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|
2016
Q2 | $542K | Sell |
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|
2016
Q1 | $596K | Sell |
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|
2015
Q4 | $670K | Sell |
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|
2015
Q3 | $610K | Sell |
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|
2015
Q2 | $692K | Sell |
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|
2015
Q1 | $843K | Sell |
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|
2014
Q4 | $1.22M | Sell |
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|
2014
Q3 | $1.46M | Sell |
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|
2014
Q2 | $1.77M | Buy |
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