Waverly 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 | $6.77M | Buy |
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|
2025
Q1 | $5.99M | Buy |
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|
2024
Q4 | $6.16M | Buy |
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|
2024
Q3 | $4.78M | Sell |
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|
2024
Q2 | $4.51M | Buy |
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|
2024
Q1 | $1.02M | Buy |
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|
2023
Q4 | $677K | Buy |
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|
2023
Q3 | $454K | Hold |
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|
2023
Q2 | $531K | Sell |
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|
2023
Q1 | $399K | Hold |
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|
2022
Q4 | $414K | Buy |
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|
2022
Q3 | $288K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $240K | Buy |
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|
2021
Q4 | $217K | Sell |
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|
2021
Q3 | $245K | Buy |
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|
2021
Q2 | $234K | Buy |
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|
2014
Q2 | – | Sell |
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|
2014
Q1 | $9K | Sell |
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|
2013
Q4 | $115K | Hold |
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|
2013
Q3 | $113K | Buy |
|