Transform Wealth’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
Q1 | $3.42M | Sell |
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|
2024
Q4 | $4.28M | Buy |
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|
2024
Q3 | $2.46M | Sell |
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|
2024
Q2 | $2.27M | Sell |
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|
2024
Q1 | $2.06M | Sell |
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|
2023
Q4 | $3.62M | Sell |
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|
2023
Q3 | $3.6M | Sell |
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|
2023
Q2 | $8.26M | Buy |
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|
2023
Q1 | $6.12M | Buy |
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|
2022
Q4 | $3.21M | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $568K | Buy |
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|
2016
Q3 | $500K | Sell |
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|
2016
Q2 | $592K | Buy |
|