AFG
Albion Financial Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.5K | Hold |
45
| – | – | ﹤0.01% | 294 |
|
|
2025
Q1 | $22.3K | Hold |
45
| – | – | ﹤0.01% | 308 |
|
|
2024
Q4 | $23.5K | Buy |
+45
| New | +$23.5K | ﹤0.01% | 321 |
|
|
2024
Q3 | – | Sell |
-3,000
| Closed | -$1.33M | – | 522 |
|
|
2024
Q2 | $1.33M | Hold |
3,000
| – | – | 0.1% | 97 |
|
|
2024
Q1 | $1.2M | Hold |
3,000
| – | – | 0.09% | 98 |
|
|
2023
Q4 | $1.01M | Hold |
3,000
| – | – | 0.08% | 109 |
|
|
2023
Q3 | $877K | Hold |
3,000
| – | – | 0.08% | 106 |
|
|
2023
Q2 | $1.03M | Sell |
3,000
-15
| -0.5% | -$5.13K | 0.09% | 104 |
|
|
2023
Q1 | $770K | Sell |
3,015
-27
| -0.9% | -$6.9K | 0.07% | 118 |
|
|
2022
Q4 | $807K | Sell |
3,042
-46,555
| -94% | -$12.4M | 0.08% | 111 |
|
|
2022
Q3 | $9.3M | Buy |
49,597
+352
| +0.7% | +$66K | 0.96% | 29 |
|
|
2022
Q2 | $9.88M | Buy |
49,245
+962
| +2% | +$193K | 0.98% | 29 |
|
|
2022
Q1 | $14.6M | Buy |
48,283
+2,315
| +5% | +$698K | 1.24% | 24 |
|
|
2021
Q4 | $16.5M | Buy |
45,968
+30,651
| +200% | +$11M | 1.31% | 23 |
|
|
2021
Q3 | $15.2M | Buy |
15,317
+351
| +2% | +$349K | 1.33% | 21 |
|
|
2021
Q2 | $13.8M | Buy |
+14,966
| New | +$13.8M | 1.19% | 24 |
|
|
2020
Q4 | $11.1M | Buy |
13,616
+12,591
| +1,228% | +$10.3M | 1.09% | 26 |
|
|
2020
Q3 | $727K | Hold |
1,025
| – | – | 0.08% | 130 |
|
|
2020
Q2 | $584K | Hold |
1,025
| – | – | 0.07% | 135 |
|
|
2020
Q1 | $508K | Buy |
1,025
+20
| +2% | +$9.91K | 0.07% | 129 |
|
|
2019
Q4 | $594K | Hold |
1,005
| – | – | 0.07% | 133 |
|
|
2019
Q3 | $543K | Hold |
1,005
| – | – | 0.07% | 138 |
|
|
2019
Q2 | $527K | Hold |
1,005
| – | – | 0.07% | 145 |
|
|
2019
Q1 | $573K | Hold |
1,005
| – | – | 0.08% | 134 |
|
|
2018
Q4 | $481K | Hold |
1,005
| – | – | 0.07% | 132 |
|
|
2018
Q3 | $577K | Hold |
1,005
| – | – | 0.08% | 129 |
|
|
2018
Q2 | $481K | Hold |
1,005
| – | – | 0.07% | 137 |
|
|
2018
Q1 | $415K | Hold |
1,005
| – | – | 0.06% | 143 |
|
|
2017
Q4 | $367K | Buy |
1,005
+670
| +200% | +$245K | 0.06% | 147 |
|
|
2017
Q3 | $350K | Buy |
+335
| New | +$350K | 0.05% | 145 |
|