Fi3 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 | $273K | Buy |
502
+74
| +17% | +$40.2K | 0.1% | 106 |
|
|
2025
Q1 | $212K | Sell |
428
-50
| -10% | -$24.8K | 0.09% | 120 |
|
|
2024
Q4 | $249K | Sell |
478
-28
| -6% | -$14.6K | 0.09% | 94 |
|
|
2024
Q3 | $249K | Sell |
506
-18
| -3% | -$8.84K | 0.1% | 82 |
|
|
2024
Q2 | $233K | Sell |
524
-112
| -18% | -$49.8K | 0.1% | 71 |
|
|
2024
Q1 | $243K | Sell |
636
-24
| -4% | -$9.15K | 0.11% | 68 |
|
|
2023
Q4 | $223K | Sell |
660
-41
| -6% | -$13.8K | 0.11% | 66 |
|
|
2023
Q3 | $205K | Sell |
701
-24
| -3% | -$7.02K | 0.11% | 65 |
|
|
2023
Q2 | $248K | Buy |
+725
| New | +$248K | 0.13% | 57 |
|
|
2023
Q1 | – | Sell |
-755
| Closed | -$200K | – | 79 |
|
|
2022
Q4 | $200K | Buy |
+755
| New | +$200K | 0.11% | 68 |
|