Visionary 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
Q2 | $560K | Buy |
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|
2025
Q1 | $468K | Hold |
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|
2024
Q4 | $493K | Buy |
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|
2024
Q3 | $444K | Sell |
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|
2024
Q2 | $476K | Buy |
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|
2024
Q1 | $403K | Buy |
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|
2023
Q4 | $304K | Hold |
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|
2023
Q3 | $263K | Hold |
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|
2023
Q2 | $308K | Hold |
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|
2023
Q1 | $230K | Hold |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $415K | Buy |
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|
2021
Q4 | $492K | Buy |
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|
2021
Q3 | $346K | Hold |
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|
2021
Q2 | $320K | Sell |
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|
2021
Q1 | $258K | Buy |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q3 | $244K | Buy |
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