WBH Advisory’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 | $815K | Hold |
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|
2025
Q1 | $743K | Sell |
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|
2024
Q4 | $783K | Hold |
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|
2024
Q3 | $737K | Buy |
|
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|
2024
Q2 | $667K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $369K | Hold |
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|
2020
Q4 | $399K | Hold |
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|
2020
Q3 | $355K | Sell |
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|
2020
Q2 | $288K | Hold |
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|
2020
Q1 | $250 | Hold |
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|
2019
Q4 | $299K | Buy |
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|
2019
Q3 | $269K | Sell |
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|
2019
Q2 | $265K | Hold |
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|
2019
Q1 | $289K | Buy |
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|
2018
Q4 | $239 | Hold |
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|
2018
Q3 | $287K | Buy |
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