Willner & Heller’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 | $1.54M | Hold |
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|
2025
Q2 | $1.87M | Sell |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $1.91M | Sell |
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|
2024
Q3 | $1.9M | Hold |
|
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|
2024
Q2 | $1.72M | Hold |
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|
2024
Q1 | $1.55M | Sell |
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|
2023
Q4 | $1.34M | Buy |
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|
2022
Q4 | $1.11M | Buy |
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|
2022
Q3 | $782K | Buy |
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|
2022
Q2 | $823K | Buy |
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|
2022
Q1 | $674K | Buy |
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|
2021
Q4 | $621K | Buy |
|