SOA Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1K | Buy |
37
+9
| +32% | +$4.89K | ﹤0.01% | 503 |
|
|
2025
Q1 | $13.9K | Buy |
28
+13
| +87% | +$6.44K | ﹤0.01% | 524 |
|
|
2024
Q4 | $7.83K | Hold |
15
| – | – | ﹤0.01% | 576 |
|
|
2024
Q3 | $7.37K | Buy |
15
+12
| +400% | +$5.9K | ﹤0.01% | 567 |
|
|
2024
Q2 | $1.34K | Hold |
3
| – | – | ﹤0.01% | 708 |
|
|
2024
Q1 | $1.2K | Hold |
3
| – | – | ﹤0.01% | 752 |
|
|
2023
Q4 | $1.01K | Hold |
3
| – | – | ﹤0.01% | 753 |
|
|
2023
Q3 | $877 | Hold |
3
| – | – | ﹤0.01% | 786 |
|
|
2023
Q2 | $1.03K | Hold |
3
| – | – | ﹤0.01% | 779 |
|
|
2023
Q1 | $766 | Hold |
3
| – | – | ﹤0.01% | 816 |
|
|
2022
Q4 | $796 | Sell |
3
-3
| -50% | -$796 | ﹤0.01% | 815 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 775 |
|
|
2022
Q2 | $1K | Sell |
6
-105
| -95% | -$17.5K | ﹤0.01% | 761 |
|
|
2022
Q1 | $33K | Hold |
111
| – | – | 0.01% | 372 |
|
|
2021
Q4 | $40K | Hold |
111
| – | – | 0.01% | 326 |
|
|
2021
Q3 | $36K | Hold |
111
| – | – | 0.01% | 359 |
|
|
2021
Q2 | $34K | Buy |
111
+54
| +95% | +$16.5K | 0.01% | 365 |
|
|
2021
Q1 | $14K | Sell |
57
-15
| -21% | -$3.68K | ﹤0.01% | 458 |
|
|
2020
Q4 | $18K | Buy |
+72
| New | +$18K | ﹤0.01% | 425 |
|