Wealth Enhancement Advisory Services’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $71.8M | Buy |
131,807
+6,508
| +5% | +$3.54M | 0.12% | 169 |
|
|
2025
Q1 | $62.1M | Sell |
125,299
-138,734
| -53% | -$68.7M | 0.12% | 172 |
|
|
2024
Q4 | $138M | Buy |
264,033
+108,153
| +69% | +$56.5M | 0.26% | 69 |
|
|
2024
Q3 | $76.6M | Buy |
155,880
+1,207
| +0.8% | +$593K | 0.16% | 126 |
|
|
2024
Q2 | $68.8M | Sell |
154,673
-1,783
| -1% | -$793K | 0.16% | 129 |
|
|
2024
Q1 | $62.4M | Buy |
156,456
+6,712
| +4% | +$2.68M | 0.16% | 134 |
|
|
2023
Q4 | $50.5M | Buy |
149,744
+3,703
| +3% | +$1.25M | 0.15% | 149 |
|
|
2023
Q3 | $42.7M | Buy |
146,041
+144,780
| +11,481% | +$42.3M | 0.14% | 147 |
|
|
2023
Q2 | $431K | Buy |
1,261
+63
| +5% | +$21.5K | ﹤0.01% | 372 |
|
|
2023
Q1 | $306K | Buy |
+1,198
| New | +$306K | ﹤0.01% | 438 |
|
|
2022
Q3 | – | Sell |
-7,252
| Closed | -$1.51M | – | 351 |
|
|
2022
Q2 | $1.51M | Buy |
+7,252
| New | +$1.51M | 0.02% | 220 |
|
|
2021
Q4 | – | Sell |
-4,041
| Closed | -$1.41M | – | 313 |
|
|
2021
Q3 | $1.41M | Buy |
+4,041
| New | +$1.41M | 0.02% | 170 |
|
|
2020
Q1 | – | Sell |
-4,360
| Closed | -$2.58M | – | 250 |
|
|
2019
Q4 | $2.58M | Buy |
4,360
+648
| +17% | +$383K | 0.09% | 95 |
|
|
2019
Q3 | $1.92M | Buy |
+3,712
| New | +$1.92M | 0.08% | 107 |
|
|
2019
Q2 | – | Sell |
-6,139
| Closed | -$3.07M | – | 229 |
|
|
2019
Q1 | $3.07M | Buy |
+6,139
| New | +$3.07M | 0.17% | 50 |
|
|
2018
Q4 | – | Sell |
-2,846
| Closed | -$1.38M | – | 183 |
|
|
2018
Q3 | $1.38M | Buy |
+2,846
| New | +$1.38M | 0.08% | 90 |
|
|
2018
Q1 | – | Sell |
-6,026
| Closed | -$2.53M | – | 162 |
|
|
2017
Q4 | $2.53M | Sell |
6,026
-957
| -14% | -$401K | 0.18% | 63 |
|
|
2017
Q3 | $2.52M | Buy |
+6,983
| New | +$2.52M | 0.21% | 55 |
|