Wealth Architects’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
$202K Buy
2024
Q4
Sell
2024
Q3
$228K Sell
2024
Q2
$925K Buy
2024
Q1
$823K Buy
2023
Q4
$693K Buy
2023
Q3
$545K Buy
2023
Q2
$620K Sell
2023
Q1
$463K Buy
2022
Q4
$479K Sell
2022
Q3
$628K Sell
2022
Q2
$676K Sell
2022
Q1
$1.02M Buy
2021
Q4
$1.21M Sell
2021
Q3
$1.67M Buy