Vertex Planning Partners’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
$498K Buy
2025
Q1
$444K Buy
2024
Q4
$444K Buy
2024
Q3
$403K Buy
2024
Q2
$364K Buy
2024
Q1
$322K Sell
2023
Q4
$274K Buy
2023
Q3
$234K Sell
2023
Q2
$274K Buy
2023
Q1
Sell
2022
Q4
$296K Buy