U.S. Capital 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 | $920K | Sell |
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|
2025
Q2 | $1.28M | Buy |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.18M | Buy |
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|
2024
Q3 | $930K | Sell |
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|
2024
Q2 | $891K | Sell |
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|
2024
Q1 | $856K | Sell |
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|
2023
Q4 | $869K | Sell |
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|
2023
Q3 | $1.54M | Sell |
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|
2023
Q2 | $1.98M | Buy |
|
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|
2023
Q1 | $658K | Sell |
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|
2022
Q4 | $685K | Sell |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $1.18M | Buy |
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|
2022
Q1 | $1.25M | Buy |
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|
2021
Q4 | $520K | Buy |
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|
2021
Q3 | $436K | Buy |
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