Sowell Financial Services’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 | $1.86M | Buy |
|
|||||
|
2025
Q2 | $1.92M | Sell |
|
|||||
|
2025
Q1 | $2.27M | Buy |
|
|||||
|
2023
Q2 | – | Sell |
|
|||||
|
2023
Q1 | $337K | Buy |
|
|||||
|
2021
Q2 | – | Sell |
|
|||||
|
2021
Q1 | $618K | Sell |
|
|||||
|
2020
Q4 | $721K | Sell |
|
|||||
|
2020
Q3 | $751K | Buy |
|
|||||
|
2020
Q2 | $454K | Buy |
|
|||||
|
2020
Q1 | $274K | Buy |
|
|||||
|
2019
Q4 | $241K | Sell |
|
|||||
|
2019
Q3 | $253K | Buy |
|
|||||
|
2019
Q1 | $714K | Sell |
|
|||||
|
2018
Q4 | $686K | Sell |
|
|||||
|
2018
Q3 | $852K | Buy |
|