Valeo Financial 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 | $2.47M | Buy |
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|
2025
Q1 | $2.1M | Buy |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $1.62M | Buy |
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|
2024
Q1 | $1.24M | Buy |
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|
2023
Q4 | $995K | Sell |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1M | Sell |
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|
2023
Q1 | $998K | Sell |
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|
2022
Q4 | $1.43M | Buy |
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|
2022
Q3 | $992K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $396K | Buy |
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|
2021
Q4 | $370K | Buy |
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|
2021
Q3 | $135K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $74K | Sell |
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|
2020
Q4 | $95K | Sell |
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|
2020
Q3 | $138K | Sell |
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|
2020
Q2 | $176K | Buy |
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|
2020
Q1 | $105K | Sell |
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|
2019
Q4 | $126K | Hold |
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|
2019
Q3 | $115K | Buy |
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|
2019
Q2 | $103K | Sell |
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|
2019
Q1 | $142K | Buy |
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|
2018
Q4 | $92K | Sell |
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|
2018
Q3 | $104K | Sell |
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|
2018
Q2 | $289K | Buy |
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|
2018
Q1 | $83K | Hold |
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|
2017
Q4 | $73K | Buy |
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|
2017
Q3 | $67K | Buy |
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