Walter & Keenan 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
Q2
$391K Buy
2025
Q1
$302K Buy
2024
Q4
$281K Sell
2024
Q3
$269K Buy
2024
Q2
$242K Hold
2024
Q1
$217K Buy
2020
Q2
Sell
2020
Q1
$418K Buy