TRUE Private 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
Q2 | $406K | Buy |
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|
2025
Q1 | $363K | Buy |
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|
2024
Q4 | $382K | Sell |
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|
2024
Q3 | $365K | Sell |
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|
2024
Q2 | $492K | Sell |
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|
2024
Q1 | $442K | Sell |
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|
2023
Q4 | $383K | Buy |
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|
2023
Q3 | $331K | Buy |
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|
2023
Q2 | $379K | Sell |
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|
2023
Q1 | $285K | Sell |
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|
2022
Q4 | $298K | Buy |
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|
2022
Q3 | $200K | Hold |
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|
2022
Q2 | $215K | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $415K | Buy |
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|
2021
Q3 | $353K | Sell |
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|
2021
Q2 | $328K | Buy |
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|
2021
Q1 | $256K | Buy |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $260K | Hold |
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|
2020
Q2 | $209K | Buy |
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|
2020
Q1 | $169K | Sell |
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|
2019
Q4 | $232K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $164K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $336K | Buy |
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|
2018
Q3 | $332K | Buy |
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|
2018
Q2 | $255K | Buy |
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