FWP
Falcon Wealth Planning’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
5,775
+45
| +0.8% | +$24.5K | 0.32% | 36 |
|
|
2025
Q1 | $2.84M | Buy |
5,730
+27
| +0.5% | +$13.4K | 0.32% | 35 |
|
|
2024
Q4 | $2.98M | Buy |
5,703
+10
| +0.2% | +$5.22K | 0.33% | 36 |
|
|
2024
Q3 | $2.8M | Buy |
5,693
+23
| +0.4% | +$11.3K | 0.33% | 34 |
|
|
2024
Q2 | $2.52M | Sell |
5,670
-510
| -8% | -$227K | 0.33% | 33 |
|
|
2024
Q1 | $2.47M | Buy |
6,180
+4
| +0.1% | +$1.6K | 0.39% | 31 |
|
|
2023
Q4 | $2.08M | Buy |
+6,176
| New | +$2.08M | 0.36% | 36 |
|