Wealth Alliance’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 | $1.38M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.31M | Sell |
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|
2024
Q3 | $1.4M | Buy |
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|
2024
Q2 | $1.24M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $887K | Sell |
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|
2023
Q3 | $860K | Sell |
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|
2023
Q2 | $1.17M | Buy |
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|
2023
Q1 | $832K | Sell |
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|
2022
Q4 | $875K | Buy |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $519K | Sell |
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|
2022
Q1 | $812K | Buy |
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|
2021
Q4 | $842K | Buy |
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|
2021
Q3 | $482K | Sell |
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|
2021
Q2 | $449K | Sell |
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|
2021
Q1 | $365K | Sell |
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|
2020
Q4 | $410K | Buy |
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|
2020
Q3 | $327K | Buy |
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