Waldron Private Wealth’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 | $274K | Sell |
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|
2025
Q2 | $418K | Sell |
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|
2025
Q1 | $471K | Sell |
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|
2024
Q4 | $1.6M | Buy |
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|
2024
Q3 | $1.2M | Sell |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $884K | Buy |
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|
2023
Q4 | $710K | Sell |
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|
2023
Q3 | $684K | Sell |
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|
2023
Q2 | $824K | Buy |
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|
2023
Q1 | $526K | Buy |
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|
2022
Q4 | $373K | Hold |
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|
2022
Q3 | $373K | Buy |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $520K | Buy |
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|
2021
Q4 | $556K | Buy |
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|
2021
Q3 | $481K | Buy |
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|
2021
Q2 | $314K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $219K | Buy |
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