Fairfield Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.57M | Buy |
6,575
+485
| +8% | +$264K | 1.25% | 20 |
|
|
2025
Q1 | $3.02M | Buy |
6,090
+1,169
| +24% | +$579K | 1.14% | 19 |
|
|
2024
Q4 | $2.57M | Buy |
4,921
+1,645
| +50% | +$859K | 0.9% | 22 |
|
|
2024
Q3 | $1.61M | Buy |
3,276
+594
| +22% | +$292K | 0.55% | 36 |
|
|
2024
Q2 | $1.19M | Buy |
+2,682
| New | +$1.19M | 0.35% | 40 |
|
|
2023
Q4 | $346K | Buy |
1,025
+470
| +85% | +$159K | 0.13% | 59 |
|
|
2023
Q3 | $162K | Buy |
555
+405
| +270% | +$118K | 0.07% | 72 |
|
|
2023
Q2 | $51.3K | Hold |
150
| – | – | 0.02% | 129 |
|
|
2023
Q1 | $37.7K | Hold |
150
| – | – | 0.02% | 159 |
|
|
2022
Q4 | $39.8K | Sell |
150
-75
| -33% | -$19.9K | 0.02% | 140 |
|
|
2022
Q3 | $42.2K | Hold |
225
| – | – | 0.02% | 126 |
|
|
2022
Q2 | $45.2K | Sell |
225
-130
| -37% | -$26.1K | 0.02% | 123 |
|
|
2022
Q1 | $107K | Buy |
+355
| New | +$107K | 0.04% | 81 |
|