Intuitive Surgical shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage Wealth Advisors investment in Intuitive Surgical
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Quarterly reported holdings in Intuitive Surgical by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $761k | 1.7k | 447.23 |
| 2025-06-30 | $984k | 1.8k | 543.41 |
| 2025-03-31 | $922k | 1.9k | 495.27 |
| 2024-12-31 | $974k | 1.9k | 521.96 |
| 2024-09-30 | $954k | 1.9k | 491.27 |
| 2024-06-30 | $886k | 2.0k | 444.85 |
| 2024-03-31 | $795k | 2.0k | 399.09 |
| 2023-12-31 | $680k | 2.0k | 337.36 |
| 2023-09-30 | $618k | 2.1k | 292.29 |
| 2023-06-30 | $811k | 2.4k | 341.94 |
| 2023-03-31 | $603k | 2.4k | 255.47 |
| 2022-12-31 | $627k | 2.4k | 265.35 |
| 2022-09-30 | $573k | 3.1k | 187.44 |
| 2022-06-30 | $352k | 1.8k | 200.46 |
| 2022-03-31 | $362k | 1.2k | 301.67 |
| 2021-12-31 | $431k | 1.2k | 359.30 |
| 2021-09-30 | $348k | 350 | 994.15 |
| 2021-06-30 | $322k | 350 | 919.64 |
| 2021-03-31 | $259k | 350 | 738.94 |
| 2020-12-31 | $286k | 350 | 817.14 |
| 2020-09-30 | $248k | 350 | 709.54 |
| 2020-06-30 | $199k | 268 | 742.54 |
| 2020-03-31 | $173k | 350 | 495.21 |
| 2019-12-31 | $207k | 350 | 591.15 |
| 2019-09-30 | $188k | 350 | 537.14 |
| 2019-06-30 | $184k | 350 | 524.55 |
| 2019-03-31 | $191k | 335 | 570.58 |
| 2018-12-31 | $160k | 335 | 477.61 |
| 2018-09-30 | $220k | 385 | 571.43 |