Wealth Management Associates’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
Q3 | $380K | Buy |
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|
2025
Q2 | $461K | Hold |
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|
2025
Q1 | $420K | Sell |
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|
2024
Q4 | $443K | Sell |
|
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|
2024
Q3 | $484K | Buy |
|
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|
2024
Q2 | $414K | Hold |
|
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|
2024
Q1 | $414K | Sell |
|
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|
2023
Q4 | $390K | Hold |
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|
2023
Q3 | $338K | Buy |
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|
2023
Q2 | $324K | Sell |
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|
2023
Q1 | $306K | Hold |
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|
2022
Q4 | $318K | Sell |
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|
2022
Q3 | $341K | Buy |
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