TrinityPoint 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $716K | Buy |
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|
2024
Q3 | $549K | Buy |
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|
2024
Q2 | $495K | Sell |
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|
2024
Q1 | $489K | Buy |
|
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|
2023
Q4 | $365K | Buy |
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|
2023
Q3 | $260K | Buy |
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|
2023
Q2 | $295K | Buy |
|
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|
2023
Q1 | $218K | Sell |
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|
2022
Q4 | $359K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $449K | Buy |
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|
2021
Q4 | $488K | Buy |
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|
2021
Q3 | $402K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $295K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $261K | Buy |
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|
2019
Q3 | $227K | Buy |
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