EFM
E Fund Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.86M | Sell |
12,628
-1,690
| -12% | -$918K | 0.33% | 48 |
|
|
2025
Q1 | $7.09M | Buy |
14,318
+5,620
| +65% | +$2.78M | 0.34% | 48 |
|
|
2024
Q4 | $4.54M | Buy |
8,698
+4,475
| +106% | +$2.34M | 0.23% | 55 |
|
|
2024
Q3 | $2.07M | Buy |
4,223
+250
| +6% | +$123K | 0.11% | 91 |
|
|
2024
Q2 | $1.77M | Buy |
3,973
+33
| +0.8% | +$14.7K | 0.1% | 91 |
|
|
2024
Q1 | $1.57M | Sell |
3,940
-32
| -0.8% | -$12.8K | 0.1% | 87 |
|
|
2023
Q4 | $1.34M | Sell |
3,972
-187
| -4% | -$63.1K | 0.08% | 75 |
|
|
2023
Q3 | $1.22M | Buy |
4,159
+631
| +18% | +$184K | 0.09% | 72 |
|
|
2023
Q2 | $1.21M | Sell |
3,528
-675
| -16% | -$231K | 0.1% | 69 |
|
|
2023
Q1 | $1.07M | Sell |
4,203
-237
| -5% | -$60.6K | 0.08% | 79 |
|
|
2022
Q4 | $1.18M | Sell |
4,440
-458
| -9% | -$122K | 0.1% | 80 |
|
|
2022
Q3 | $918K | Buy |
4,898
+277
| +6% | +$51.9K | 0.09% | 94 |
|
|
2022
Q2 | $927K | Buy |
4,621
+128
| +3% | +$25.7K | 0.08% | 95 |
|
|
2022
Q1 | $1.36M | Sell |
4,493
-5
| -0.1% | -$1.51K | 0.04% | 70 |
|
|
2021
Q4 | $1.62M | Buy |
4,498
+3,003
| +201% | +$1.08M | 0.06% | 83 |
|
|
2021
Q3 | $1.49M | Buy |
+1,495
| New | +$1.49M | 0.06% | 79 |
|
|
2021
Q1 | $1.12M | Buy |
+1,517
| New | +$1.12M | 0.09% | 90 |
|