TCI Wealth 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
Q3 | $275K | Buy |
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|
2025
Q2 | $321K | Sell |
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|
2025
Q1 | $297K | Sell |
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|
2024
Q4 | $571K | Buy |
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|
2024
Q3 | $533K | Buy |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $426K | Hold |
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|
2023
Q4 | $360K | Sell |
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|
2023
Q3 | $318K | Buy |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $240K | Sell |
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|
2022
Q4 | $258K | Buy |
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|
2022
Q3 | $157K | Sell |
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|
2022
Q2 | $172K | Sell |
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|
2022
Q1 | $278K | Sell |
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|
2021
Q4 | $335K | Sell |
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|
2021
Q3 | $310K | Sell |
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|
2021
Q2 | $297K | Buy |
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|
2021
Q1 | $225K | Buy |
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|
2020
Q4 | $236K | Buy |
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|
2020
Q3 | $204K | Hold |
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|
2020
Q2 | $164K | Sell |
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|
2020
Q1 | $146K | Buy |
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|
2019
Q4 | $133K | Buy |
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|
2019
Q3 | $111K | Hold |
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|
2019
Q2 | $108K | Sell |
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|
2019
Q1 | $119K | Sell |
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|
2018
Q4 | $100K | Sell |
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|
2018
Q3 | $121K | Hold |
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|
2018
Q2 | $100K | Hold |
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|
2018
Q1 | $87K | Hold |
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|
2017
Q4 | $77K | Hold |
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|
2017
Q3 | $73K | Hold |
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|
2017
Q2 | $65K | Hold |
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|
2017
Q1 | $54K | Sell |
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|
2016
Q4 | $57K | Buy |
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|
2016
Q3 | $51K | Hold |
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|
2016
Q2 | $46K | Hold |
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|
2016
Q1 | $42K | Sell |
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|
2015
Q4 | $63K | Buy |
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|
2015
Q3 | $4K | Hold |
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|
2015
Q2 | $4K | Hold |
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|
2015
Q1 | $4K | Hold |
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|
2014
Q4 | $4K | Hold |
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|
2014
Q3 | $4K | Hold |
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|
2014
Q2 | $3K | Hold |
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|
2014
Q1 | $4K | Hold |
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|
2013
Q4 | $3K | Hold |
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|
2013
Q3 | $3K | Hold |
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|
2013
Q2 | $4K | Buy |
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