Wealth Enhancement Advisory Services, LLC Intuitive Surgical Inc Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Intuitive Surgical Inc stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 264,033 shares of ISRG stock, worth $130 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares

264,033

Previous 270,029 2.22%

Holding current value

$130 Million

Previous $141 Million 2.22%

% of portfolio

0.28%

Previous 0.31%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	SELL	$471.27 - $550.62 $2.83 Million - $3.3 Million	-5,996 Reduced 2.22%	264,033 $138 Million
Q4 2024 Jan 10, 2025	BUY	$471.27 - $550.62 $53.8 Million - $62.9 Million	114,149 Added 73.23%	270,029 $141 Million
Q3 2024 Oct 23, 2024	BUY	$416.14 - $494.01 $502,280 - $596,270	1,207 Added 0.78%	155,880 $76.6 Million
Q2 2024 Jul 16, 2024	SELL	$366.34 - $445.11 $653,184 - $793,631	-1,783 Reduced 1.14%	154,673 $68.8 Million
Q1 2024 Apr 15, 2024	BUY	$322.13 - $400.59 $2.16 Million - $2.69 Million	6,712 Added 4.48%	156,456 $62.4 Million
Q4 2023 Jan 30, 2024	BUY	$258.49 - $338.39 $957,188 - $1.25 Million	3,703 Added 2.54%	149,744 $50.5 Million
Q3 2023 Nov 13, 2023	BUY	$284.35 - $354.93 $41.2 Million - $51.4 Million	144,780 Added 11481.36%	146,041 $42.7 Million
Q2 2023 Jul 21, 2023	BUY	$253.53 - $341.94 $15,972 - $21,542	63 Added 5.26%	1,261 $431,000
Q1 2023 Apr 25, 2023	BUY	$224.75 - $271.36 $269,250 - $325,089	1,198 New	1,198 $306,000
Q2 2022 Jul 18, 2022	BUY	$190.71 - $305.54 $1.38 Million - $2.22 Million	7,252 New	7,252 $1.51 Million
Q4 2021 Feb 08, 2022	SELL	$319.93 - $365.42 $1.29 Million - $1.48 Million	-4,041 Closed	0 $0
Q3 2021 Nov 03, 2021	BUY	$309.15 - $360.85 $659,416 - $769,693	2,133 Added 111.79%	4,041 $1.41 Million
Q2 2020 Aug 10, 2020	BUY	$152.75 - $197.59 $291,447 - $377,001	1,908 New	1,908 $216,000
Q1 2020 May 01, 2020	SELL	$122.58 - $206.1 $534,448 - $898,596	-4,360 Closed	0 $0
Q4 2019 Feb 05, 2020	BUY	$169.67 - $199.6 $109,946 - $129,340	648 Added 17.46%	4,360 $2.58 Million
Q3 2019 Nov 06, 2019	BUY	$161.53 - $181.67 $599,599 - $674,359	3,712 New	3,712 $1.92 Million
Q2 2019 Aug 02, 2019	SELL	$152.76 - $195.3 $937,793 - $1.2 Million	-6,139 Closed	0 $0
Q1 2019 Apr 30, 2019	BUY	$150.08 - $192.66 $921,341 - $1.18 Million	6,139 New	6,139 $3.07 Million
Q4 2018 Feb 04, 2019	SELL	$144.96 - $191.58 $412,556 - $545,236	-2,846 Closed	0 $0
Q3 2018 Nov 02, 2018	BUY	$161.86 - $191.4 $460,653 - $544,724	2,846 New	2,846 $1.38 Million
Q1 2018 Apr 26, 2018	SELL	$125.08 - $149.94 $753,732 - $903,538	-6,026 Closed	0 $0
Q4 2017 Jan 19, 2018	SELL	$117.83 - $134.57 $112,763 - $128,783	-957 Reduced 13.7%	6,026 $2.53 Million
Q3 2017 Oct 18, 2017	BUY	$103.26 - $116.26 $721,064 - $811,843	6,983	6,983 $2.52 Million

Others Institutions Holding ISRG

# of Institutions

2,338

Shares Held

292M

Call Options Held

2.64M

Put Options Held

2.72M

View Full List

About INTUITIVE SURGICAL INC

Ticker ISRG
Exchange NASDAQ
Sector Healthcare
Industry Medical Instruments & Supplies
Shares Outstandng 353,384,992
Market Cap $174B
Description
Intuitive Surgical, Inc. develops, manufactures, and markets products that enable physicians and healthcare providers to enhance the quality of and access to minimally invasive care in the United States and internationally. The company offers the da Vinci Surgical System to enable complex surgery using a minimally invasive approach; and Ion endo...

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Wealth Enhancement Advisory Services, LLC Intuitive Surgical Inc Transaction History