CFP
Cascade Financial Partners’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Hold |
490
| – | – | 0.03% | 219 |
|
|
2025
Q1 | $243K | Sell |
490
-6
| -1% | -$2.97K | 0.03% | 214 |
|
|
2024
Q4 | $259K | Buy |
496
+1
| +0.2% | +$522 | 0.03% | 209 |
|
|
2024
Q3 | $256K | Hold |
495
| – | – | 0.03% | 204 |
|
|
2024
Q2 | $220K | Buy |
+495
| New | +$220K | 0.03% | 219 |
|