Spire 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 | $3.59M | Sell |
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|
2025
Q2 | $8.18M | Sell |
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|
2025
Q1 | $11.8M | Buy |
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|
2024
Q4 | $11.3M | Buy |
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|
2024
Q3 | $9M | Buy |
|
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|
2024
Q2 | $1.92M | Sell |
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|
2024
Q1 | $2.13M | Buy |
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|
2023
Q4 | $1.99M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $1.68M | Sell |
|
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|
2023
Q1 | $1.36M | Sell |
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|
2022
Q4 | $1.49M | Sell |
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|
2022
Q3 | $1.12M | Sell |
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|
2022
Q2 | $1.56M | Sell |
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|
2022
Q1 | $16.8M | Buy |
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|
2021
Q4 | $20M | Sell |
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|
2021
Q3 | $18.5M | Buy |
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