Sound View Wealth Advisors Group’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 | $1.51M | Sell |
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|
2025
Q1 | $1.43M | Buy |
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|
2024
Q4 | $1.49M | Sell |
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|
2024
Q3 | $1.42M | Buy |
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|
2024
Q2 | $1.25M | Sell |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $984K | Buy |
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|
2023
Q3 | $843K | Sell |
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|
2023
Q2 | $988K | Buy |
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|
2023
Q1 | $732K | Sell |
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|
2022
Q4 | $984K | Buy |
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|
2022
Q3 | $457K | Buy |
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|
2022
Q2 | $482K | Sell |
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|
2022
Q1 | $750K | Buy |
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|
2021
Q4 | $877K | Hold |
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|
2021
Q3 | $809K | Sell |
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|
2021
Q2 | $780K | Hold |
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|
2021
Q1 | $627K | Sell |
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|
2020
Q4 | $760K | Hold |
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|
2020
Q3 | $659K | Sell |
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|
2020
Q2 | $536K | Sell |
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|
2020
Q1 | $516K | Buy |
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|
2019
Q4 | $609K | Buy |
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|
2019
Q3 | $548K | Sell |
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|
2019
Q2 | $543K | Buy |
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