FA
FDx Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $309K | Sell |
569
-2
| -0.4% | -$1.09K | 0.09% | 127 |
|
|
2025
Q1 | $283K | Buy |
571
+2
| +0.4% | +$991 | 0.09% | 138 |
|
|
2024
Q4 | $297K | Sell |
569
-10
| -2% | -$5.22K | 0.09% | 134 |
|
|
2024
Q3 | $284K | Sell |
579
-13
| -2% | -$6.38K | 0.08% | 157 |
|
|
2024
Q2 | $263K | Sell |
592
-1,021
| -63% | -$454K | 0.07% | 165 |
|
|
2024
Q1 | $644K | Sell |
1,613
-2,131
| -57% | -$851K | 0.1% | 170 |
|
|
2023
Q4 | $1.26M | Buy |
3,744
+161
| +4% | +$54.3K | 0.1% | 207 |
|
|
2023
Q3 | $1.05M | Sell |
3,583
-1,967
| -35% | -$575K | 0.09% | 210 |
|
|
2023
Q2 | $1.9M | Buy |
5,550
+2,122
| +62% | +$726K | 0.1% | 196 |
|
|
2023
Q1 | $910K | Hold |
3,428
| – | – | 0.04% | 323 |
|
|
2022
Q4 | $910K | Sell |
3,428
-1,040
| -23% | -$276K | 0.04% | 323 |
|
|
2022
Q3 | $837K | Sell |
4,468
-90,094
| -95% | -$16.9M | 0.04% | 308 |
|
|
2022
Q2 | $19M | Sell |
94,562
-2,418
| -2% | -$485K | 0.71% | 25 |
|
|
2022
Q1 | $29.3M | Sell |
96,980
-3,098
| -3% | -$935K | 0.99% | 20 |
|
|
2021
Q4 | $36M | Buy |
100,078
+71,567
| +251% | +$25.7M | 0.99% | 20 |
|
|
2021
Q3 | $28.3M | Buy |
28,511
+1,290
| +5% | +$1.28M | 0.9% | 26 |
|
|
2021
Q2 | $25M | Buy |
27,221
+1,422
| +6% | +$1.31M | 0.83% | 27 |
|
|
2021
Q1 | $19.1M | Buy |
25,799
+2,147
| +9% | +$1.59M | 0.72% | 34 |
|
|
2020
Q4 | $19.4M | Buy |
23,652
+817
| +4% | +$668K | 0.8% | 34 |
|
|
2020
Q3 | $16.2M | Buy |
22,835
+22,080
| +2,925% | +$15.7M | 0.76% | 33 |
|
|
2020
Q2 | $430K | Sell |
755
-413
| -35% | -$235K | 0.02% | 364 |
|
|
2020
Q1 | $578K | Buy |
1,168
+803
| +220% | +$397K | 0.04% | 271 |
|
|
2019
Q4 | $216K | Sell |
365
-693
| -66% | -$410K | 0.01% | 574 |
|
|
2019
Q3 | $571K | Sell |
1,058
-1,193
| -53% | -$644K | 0.04% | 322 |
|
|
2019
Q2 | $1.18M | Buy |
2,251
+259
| +13% | +$136K | 0.05% | 285 |
|
|
2019
Q1 | $1.14M | Buy |
1,992
+1,092
| +121% | +$623K | 0.05% | 263 |
|
|
2018
Q4 | $431K | Sell |
900
-781
| -46% | -$374K | 0.04% | 331 |
|
|
2018
Q3 | $965K | Buy |
1,681
+442
| +36% | +$254K | 0.04% | 349 |
|
|
2018
Q2 | $593K | Sell |
1,239
-4,660
| -79% | -$2.23M | 0.02% | 497 |
|
|
2018
Q1 | $2.44M | Sell |
5,899
-201
| -3% | -$83K | 0.07% | 243 |
|
|
2017
Q4 | $2.23M | Buy |
6,100
+386
| +7% | +$141K | 0.06% | 282 |
|
|
2017
Q3 | $2.28M | Buy |
5,714
+3,647
| +176% | +$1.45M | 0.06% | 279 |
|
|
2017
Q2 | $1.93M | Sell |
2,067
-581
| -22% | -$543K | 0.06% | 304 |
|
|
2017
Q1 | $2.03M | Sell |
2,648
-624
| -19% | -$478K | 0.06% | 277 |
|
|
2016
Q4 | $2.08M | Sell |
3,272
-26
| -0.8% | -$16.5K | 0.06% | 274 |
|
|
2016
Q3 | $2.39M | Sell |
3,298
-127
| -4% | -$92K | 0.1% | 171 |
|
|
2016
Q2 | $2.27M | Sell |
3,425
-516
| -13% | -$341K | 0.1% | 179 |
|
|
2016
Q1 | $2.37M | Sell |
3,941
-604
| -13% | -$363K | 0.11% | 168 |
|
|
2015
Q4 | $2.48M | Buy |
4,545
+2
| +0% | +$1.09K | 0.11% | 149 |
|
|
2015
Q3 | $2.09M | Sell |
4,543
-782
| -15% | -$359K | 0.18% | 113 |
|
|
2015
Q2 | $2.58M | Sell |
5,325
-475
| -8% | -$230K | 0.13% | 135 |
|
|
2015
Q1 | $2.92M | Sell |
5,800
-302
| -5% | -$152K | 0.06% | 227 |
|
|
2014
Q4 | $3.23M | Sell |
6,102
-346
| -5% | -$183K | 0.2% | 93 |
|
|
2014
Q3 | $2.98M | Buy |
6,448
+1,080
| +20% | +$499K | 0.19% | 101 |
|
|
2014
Q2 | $2.21M | Buy |
5,368
+503
| +10% | +$207K | 0.14% | 152 |
|
|
2014
Q1 | $2.13M | Buy |
4,865
+2,764
| +132% | +$1.21M | 0.18% | 125 |
|
|
2013
Q4 | $808K | Buy |
2,101
+1,391
| +196% | +$535K | 0.08% | 244 |
|
|
2013
Q3 | $267K | Buy |
710
+134
| +23% | +$50.4K | 0.03% | 488 |
|
|
2013
Q2 | $292K | Buy |
+576
| New | +$292K | 0.04% | 385 |
|