WealthPlan Investment Management’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 | $839K | Hold |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $864K | Buy |
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|
2024
Q4 | $806K | Sell |
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|
2024
Q3 | $974K | Buy |
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|
2024
Q2 | $654K | Hold |
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|
2024
Q1 | $587K | Buy |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $315K | Buy |
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|
2023
Q2 | $186K | Sell |
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|
2023
Q1 | $314K | Sell |
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|
2022
Q4 | $533K | Sell |
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|
2022
Q3 | $619K | Buy |
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|
2022
Q1 | $2.36M | Buy |
|