Wealth Enhancement Advisory Services’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 | $71.8M | Buy |
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|
2025
Q1 | $62.1M | Sell |
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|
2024
Q4 | $138M | Buy |
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|
2024
Q3 | $76.6M | Buy |
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|
2024
Q2 | $68.8M | Sell |
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|
2024
Q1 | $62.4M | Buy |
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|
2023
Q4 | $50.5M | Buy |
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|
2023
Q3 | $42.7M | Buy |
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|
2023
Q2 | $431K | Buy |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.51M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $1.41M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $2.58M | Buy |
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|
2019
Q3 | $1.92M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $3.07M | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $1.38M | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $2.52M | Sell |
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|
2017
Q3 | $2.52M | Buy |
|