Fi3 Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $273K | Buy |
|
|||||
|
2025
Q1 | $212K | Sell |
|
|||||
|
2024
Q4 | $249K | Sell |
|
|||||
|
2024
Q3 | $249K | Sell |
|
|||||
|
2024
Q2 | $233K | Sell |
|
|||||
|
2024
Q1 | $243K | Sell |
|
|||||
|
2023
Q4 | $223K | Sell |
|
|||||
|
2023
Q3 | $205K | Sell |
|
|||||
|
2023
Q2 | $248K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $200K | Buy |
|