Wealthspire Advisors (New York)’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 | $1.1M | Buy |
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|
2025
Q1 | $828K | Buy |
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|
2024
Q4 | $859K | Buy |
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|
2024
Q3 | $628K | Buy |
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|
2024
Q2 | $509K | Buy |
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|
2024
Q1 | $412K | Sell |
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|
2023
Q4 | $425K | Buy |
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|
2023
Q3 | $284K | Buy |
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|
2023
Q2 | $286K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $352K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $562K | Sell |
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|
2021
Q3 | $553K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $2.27M | Buy |
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|
2020
Q4 | $2.07M | Buy |
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|
2020
Q3 | $1.43M | Buy |
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|
2020
Q2 | $453K | Sell |
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|
2020
Q1 | $708K | Buy |
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|
2019
Q4 | $255K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $41K | Buy |
|