EFS
Essex Financial Services’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $877K | Buy |
1,613
+8
| +0.5% | +$4.35K | 0.06% | 286 |
|
|
2025
Q1 | $795K | Sell |
1,605
-187
| -10% | -$92.6K | 0.06% | 285 |
|
|
2024
Q4 | $935K | Sell |
1,792
-49
| -3% | -$25.6K | 0.07% | 244 |
|
|
2024
Q3 | $953K | Buy |
1,841
+187
| +11% | +$96.8K | 0.07% | 255 |
|
|
2024
Q2 | $767K | Buy |
1,654
+47
| +3% | +$21.8K | 0.06% | 289 |
|
|
2024
Q1 | $641K | Buy |
1,607
+195
| +14% | +$77.8K | 0.06% | 282 |
|
|
2023
Q4 | $476K | Sell |
1,412
-185
| -12% | -$62.4K | 0.05% | 315 |
|
|
2023
Q3 | $467K | Buy |
1,597
+304
| +24% | +$88.9K | 0.05% | 292 |
|
|
2023
Q2 | $442K | Sell |
1,293
-1,503
| -54% | -$514K | 0.05% | 303 |
|
|
2023
Q1 | $714K | Buy |
2,796
+229
| +9% | +$58.5K | 0.08% | 234 |
|
|
2022
Q4 | $681K | Sell |
2,567
-71
| -3% | -$18.8K | 0.07% | 227 |
|
|
2022
Q3 | $494K | Sell |
2,638
-95
| -3% | -$17.8K | 0.06% | 255 |
|
|
2022
Q2 | $549K | Sell |
2,733
-152
| -5% | -$30.5K | 0.06% | 256 |
|
|
2022
Q1 | $870K | Sell |
2,885
-58
| -2% | -$17.5K | 0.08% | 221 |
|
|
2021
Q4 | $1.06M | Buy |
2,943
+1,742
| +145% | +$626K | 0.1% | 193 |
|
|
2021
Q3 | $1.19M | Buy |
1,201
+222
| +23% | +$221K | 0.14% | 161 |
|
|
2021
Q2 | $900K | Buy |
+979
| New | +$900K | 0.13% | 168 |
|
|
2021
Q1 | – | Sell |
-264
| Closed | -$216K | – | 360 |
|
|
2020
Q4 | $216K | Buy |
+264
| New | +$216K | 0.04% | 297 |
|