Souders Financial 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
Q2 | $878K | Sell |
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|
2025
Q1 | $981K | Sell |
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|
2024
Q4 | $1.42M | Sell |
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|
2024
Q3 | $1.59M | Buy |
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|
2024
Q2 | $452K | Buy |
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|
2024
Q1 | $399K | Sell |
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|
2023
Q4 | $338K | Sell |
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|
2023
Q3 | $297K | Buy |
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|
2023
Q2 | $346K | Sell |
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|
2023
Q1 | $259K | Hold |
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|
2022
Q4 | $269K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $210K | Buy |
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