ATFA
All Terrain Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $923K | Hold |
1,699
| – | – | 0.26% | 43 |
|
|
2025
Q1 | $841K | Hold |
1,699
| – | – | 0.27% | 41 |
|
|
2024
Q4 | $887K | Hold |
1,699
| – | – | 0.29% | 39 |
|
|
2024
Q3 | $835K | Hold |
1,699
| – | – | 0.31% | 41 |
|
|
2024
Q2 | $756K | Hold |
1,699
| – | – | 0.3% | 44 |
|
|
2024
Q1 | $678K | Buy |
+1,699
| New | +$678K | 0.27% | 44 |
|
|
2020
Q2 | – | Sell |
-1,533
| Closed | -$759K | – | 82 |
|
|
2020
Q1 | $759K | Sell |
1,533
-5
| -0.3% | -$2.48K | 0.31% | 41 |
|
|
2019
Q4 | $909K | Hold |
1,538
| – | – | 0.3% | 43 |
|
|
2019
Q3 | $830K | Hold |
1,538
| – | – | 0.28% | 46 |
|
|
2019
Q2 | $807K | Hold |
1,538
| – | – | 0.27% | 47 |
|
|
2019
Q1 | $878K | Buy |
1,538
+33
| +2% | +$18.8K | 0.3% | 47 |
|
|
2018
Q4 | $721K | Buy |
1,505
+5
| +0.3% | +$2.4K | 0.29% | 50 |
|
|
2018
Q3 | $861K | Hold |
1,500
| – | – | 0.35% | 47 |
|
|
2018
Q2 | $718K | Hold |
1,500
| – | – | 0.32% | 55 |
|
|
2018
Q1 | $619K | Buy |
+1,500
| New | +$619K | 0.28% | 63 |
|
|
2017
Q4 | – | Hold |
0
| – | – | – | 154 |
|