AFA
Arlington Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.66M | Sell |
12,263
-4,704
| -28% | -$2.56M | 1.09% | 27 |
|
|
2025
Q1 | $8.4M | Buy |
16,967
+3,476
| +26% | +$1.72M | 1.48% | 22 |
|
|
2024
Q4 | $7.04M | Sell |
13,491
-403
| -3% | -$210K | 1.4% | 23 |
|
|
2024
Q3 | $6.83M | Sell |
13,894
-191
| -1% | -$93.8K | 1.4% | 23 |
|
|
2024
Q2 | $6.27M | Sell |
14,085
-1,229
| -8% | -$547K | 1.37% | 23 |
|
|
2024
Q1 | $6.11M | Sell |
15,314
-860
| -5% | -$343K | 1.34% | 23 |
|
|
2023
Q4 | $5.46M | Sell |
16,174
-48
| -0.3% | -$16.2K | 1.63% | 19 |
|
|
2023
Q3 | $4.74M | Sell |
16,222
-156
| -1% | -$45.6K | 1.68% | 17 |
|
|
2023
Q2 | $5.6M | Sell |
16,378
-34
| -0.2% | -$11.6K | 2.04% | 14 |
|
|
2023
Q1 | $4.19M | Buy |
16,412
+421
| +3% | +$108K | 1.61% | 14 |
|
|
2022
Q4 | $4.24M | Sell |
15,991
-112
| -0.7% | -$29.7K | 1.79% | 14 |
|
|
2022
Q3 | $3.02M | Sell |
16,103
-469
| -3% | -$87.9K | 1.53% | 20 |
|
|
2022
Q2 | $3.33M | Buy |
16,572
+309
| +2% | +$62K | 1.49% | 17 |
|
|
2022
Q1 | $4.91M | Sell |
16,263
-166
| -1% | -$50.1K | 1.86% | 15 |
|
|
2021
Q4 | $5.9M | Buy |
16,429
+10,957
| +200% | +$3.94M | 2% | 14 |
|
|
2021
Q3 | $5.44M | Sell |
5,472
-93
| -2% | -$92.5K | 2.13% | 14 |
|
|
2021
Q2 | $5.12M | Buy |
5,565
+200
| +4% | +$184K | 1.94% | 14 |
|
|
2021
Q1 | $3.96M | Sell |
5,365
-9
| -0.2% | -$6.65K | 1.61% | 18 |
|
|
2020
Q4 | $4.4M | Buy |
5,374
+4
| +0.1% | +$3.27K | 1.85% | 16 |
|
|
2020
Q3 | $3.81M | Sell |
5,370
-495
| -8% | -$351K | 1.95% | 15 |
|
|
2020
Q2 | $3.34M | Sell |
5,865
-384
| -6% | -$219K | 1.89% | 14 |
|
|
2020
Q1 | $3.1M | Buy |
6,249
+160
| +3% | +$79.2K | 2.2% | 13 |
|
|
2019
Q4 | $3.6M | Sell |
6,089
-990
| -14% | -$585K | 2% | 15 |
|
|
2019
Q3 | $3.82M | Sell |
7,079
-14
| -0.2% | -$7.56K | 2.18% | 14 |
|
|
2019
Q2 | $3.72M | Buy |
7,093
+52
| +0.7% | +$27.3K | 2.13% | 15 |
|
|
2019
Q1 | $4.02M | Sell |
7,041
-202
| -3% | -$115K | 2.28% | 14 |
|
|
2018
Q4 | $3.47M | Buy |
7,243
+44
| +0.6% | +$21.1K | 1.48% | 19 |
|
|
2018
Q3 | $3.83M | Sell |
7,199
-142
| -2% | -$75.6K | 2.3% | 14 |
|
|
2018
Q2 | $3.73M | Sell |
7,341
-232
| -3% | -$118K | 2.17% | 15 |
|
|
2018
Q1 | $3.13M | Sell |
7,573
-1,481
| -16% | -$611K | 2.05% | 15 |
|
|
2017
Q4 | $4.08M | Buy |
+9,054
| New | +$4.08M | 1.92% | 16 |
|