BFG
Berger Financial Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.26M | Sell |
4,153
-10
| -0.2% | -$5.43K | 0.15% | 122 |
|
|
2025
Q1 | $2.06M | Sell |
4,163
-1,803
| -30% | -$893K | 0.14% | 123 |
|
|
2024
Q4 | $3.11M | Hold |
5,966
| – | – | 0.21% | 99 |
|
|
2024
Q3 | $2.93M | Sell |
5,966
-1
| -0% | -$491 | 0.21% | 100 |
|
|
2024
Q2 | $2.65M | Sell |
5,967
-40
| -0.7% | -$17.8K | 0.21% | 99 |
|
|
2024
Q1 | $2.4M | Sell |
6,007
-62
| -1% | -$24.7K | 0.2% | 108 |
|
|
2023
Q4 | $2.05M | Sell |
6,069
-17
| -0.3% | -$5.74K | 0.21% | 100 |
|
|
2023
Q3 | $1.78M | Buy |
6,086
+1,252
| +26% | +$366K | 0.2% | 101 |
|
|
2023
Q2 | $1.65M | Sell |
4,834
-9
| -0.2% | -$3.08K | 0.19% | 99 |
|
|
2023
Q1 | $1.24M | Sell |
4,843
-77
| -2% | -$19.7K | 0.15% | 100 |
|
|
2022
Q4 | $1.31M | Sell |
4,920
-190
| -4% | -$50.4K | 0.17% | 95 |
|
|
2022
Q3 | $958K | Sell |
5,110
-19
| -0.4% | -$3.56K | 0.14% | 101 |
|
|
2022
Q2 | $1.03M | Sell |
5,129
-196
| -4% | -$39.3K | 0.15% | 90 |
|
|
2022
Q1 | $1.61M | Sell |
5,325
-252
| -5% | -$76K | 0.2% | 86 |
|
|
2021
Q4 | $2M | Buy |
5,577
+4,336
| +349% | +$1.56M | 0.27% | 82 |
|
|
2021
Q3 | $1.23M | Hold |
1,241
| – | – | 0.22% | 72 |
|
|
2021
Q2 | $1.14M | Hold |
1,241
| – | – | 0.21% | 75 |
|
|
2021
Q1 | $917K | Sell |
1,241
-2
| -0.2% | -$1.48K | 0.2% | 77 |
|
|
2020
Q4 | $1.02M | Buy |
+1,243
| New | +$1.02M | 0.18% | 96 |
|