Synergy Financial 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
Q4
$228K Buy
2023
Q4
Sell
2023
Q3
$296K Hold
2023
Q2
$347K Hold
2023
Q1
$259K Hold
2022
Q4
$269K Sell
2022
Q3
$215K Hold
2022
Q2
$231K Hold
2022
Q1
$347K Hold
2021
Q4
$413K Buy