Farther Finance 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 | $3.18M | Buy |
5,845
+2,629
| +82% | +$1.43M | 0.06% | 254 |
|
2025
Q1 | $1.6M | Sell |
3,216
-73
| -2% | -$36.2K | 0.04% | 355 |
|
2024
Q4 | $1.72M | Buy |
3,289
+389
| +13% | +$203K | 0.06% | 243 |
|
2024
Q3 | $1.42M | Buy |
2,900
+754
| +35% | +$370K | 0.05% | 261 |
|
2024
Q2 | $936K | Buy |
2,146
+315
| +17% | +$137K | 0.05% | 319 |
|
2024
Q1 | $723K | Buy |
1,831
+542
| +42% | +$214K | 0.04% | 311 |
|
2023
Q4 | $435K | Buy |
1,289
+609
| +90% | +$205K | 0.03% | 379 |
|
2023
Q3 | $199K | Buy |
680
+385
| +131% | +$112K | 0.03% | 391 |
|
2023
Q2 | $101K | Sell |
295
-6
| -2% | -$2.05K | 0.02% | 455 |
|
2023
Q1 | $76.9K | Buy |
301
+54
| +22% | +$13.8K | 0.02% | 481 |
|
2022
Q4 | $65.5K | Buy |
+247
| New | +$65.5K | 0.03% | 431 |
|