WESPAC Advisors SoCal’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 | $435K | Sell |
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|
2025
Q1 | $402K | Sell |
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|
2024
Q4 | $464K | Hold |
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|
2024
Q3 | $437K | Sell |
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|
2024
Q2 | $406K | Hold |
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|
2024
Q1 | $364K | Sell |
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|
2023
Q4 | $315K | Hold |
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|
2023
Q3 | $273K | Buy |
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|
2023
Q2 | $318K | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $272K | Hold |
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|
2022
Q3 | $253K | Sell |
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|
2022
Q2 | $208K | Sell |
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|
2022
Q1 | $2.83M | Sell |
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|
2021
Q4 | $2.7M | Sell |
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|
2021
Q3 | $3.12M | Buy |
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|
2021
Q2 | $3.64M | Buy |
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|
2021
Q1 | $2.8M | Buy |
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|
2020
Q4 | $2.96M | Buy |
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|
2020
Q3 | $2.59M | Buy |
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|
2020
Q2 | $1.96M | Buy |
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|
2020
Q1 | $1.57M | Sell |
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|
2019
Q4 | $1.8M | Sell |
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|
2019
Q3 | $1.7M | Sell |
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|
2019
Q2 | $1.78M | Sell |
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|
2019
Q1 | $1.99M | Buy |
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|
2018
Q4 | $1.51M | Sell |
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|
2018
Q3 | $1.99M | Sell |
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|
2018
Q2 | $1.67M | Sell |
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|
2018
Q1 | $1.52M | Buy |
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|
2017
Q4 | $1.34M | Buy |
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|
2017
Q3 | $1.1M | Sell |
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|
2017
Q2 | $998K | Sell |
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|
2017
Q1 | $820K | Buy |
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|
2016
Q4 | $609K | Buy |
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|
2016
Q3 | $286K | Hold |
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|
2016
Q2 | $261K | Buy |
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|
2016
Q1 | $177K | Buy |
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|
2015
Q4 | $54K | Buy |
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