Ullmann Wealth Partners Group’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 | $602K | Sell |
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|
2025
Q2 | $746K | Buy |
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|
2025
Q1 | $657K | Sell |
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|
2024
Q4 | $694K | Buy |
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|
2024
Q3 | $653K | Buy |
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|
2024
Q2 | $582K | Buy |
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|
2024
Q1 | $490K | Buy |
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|
2023
Q4 | $392K | Buy |
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|
2023
Q3 | $328K | Buy |
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|
2023
Q2 | $337K | Buy |
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|
2023
Q1 | $241K | Hold |
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|
2022
Q4 | $251K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $285K | Hold |
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|
2021
Q4 | $340K | Hold |
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|
2021
Q3 | $313K | Buy |
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|
2021
Q2 | $276K | Hold |
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|
2021
Q1 | $222K | Hold |
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|
2020
Q4 | $245K | Hold |
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|
2020
Q3 | $213K | Buy |
|