WealthPLAN Partners’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
Q4 | $246K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $268K | Sell |
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|
2024
Q1 | $312K | Hold |
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|
2023
Q4 | $264K | Hold |
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|
2023
Q3 | $229K | Buy |
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|
2023
Q2 | $250K | Sell |
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|
2023
Q1 | $235K | Sell |
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|
2022
Q4 | $524K | Buy |
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|
2022
Q1 | $2.36M | Buy |
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|
2021
Q4 | $2.57M | Sell |
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|
2021
Q3 | $2.86M | Buy |
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|
2021
Q2 | $2.7M | Buy |
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|
2021
Q1 | $2M | Buy |
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|
2020
Q4 | $1.49M | Buy |
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|
2020
Q3 | $618K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $242K | Sell |
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|
2018
Q3 | $215K | Sell |
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|
2018
Q2 | $240K | Sell |
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|
2018
Q1 | $336K | Buy |
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|
2016
Q3 | $33.7K | Sell |
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|
2016
Q2 | $31.1K | Buy |
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|
2015
Q4 | $24.6K | Buy |
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|
2015
Q2 | $19K | Sell |
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|
2015
Q1 | $29K | Buy |
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