Venturi Wealth Management’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 | $560K | Sell |
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|
2025
Q2 | $975K | Buy |
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|
2025
Q1 | $850K | Buy |
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|
2024
Q4 | $857K | Buy |
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|
2024
Q3 | $664K | Buy |
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|
2024
Q2 | $226K | Buy |
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|
2024
Q1 | $140K | Buy |
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|
2023
Q4 | $115K | Buy |
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|
2023
Q3 | $90K | Sell |
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|
2023
Q2 | $112K | Buy |
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|
2023
Q1 | $83.5K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $380K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $202K | Sell |
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|
2021
Q1 | $259K | Buy |
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|
2020
Q4 | $268K | Sell |
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|
2020
Q3 | $254K | Buy |
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