Fiduciary Alliance’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
Q3
$2.1M Sell
2025
Q2
$8.21M Buy
2025
Q1
$6.89M Buy
2024
Q4
$6.52M Buy
2024
Q3
$4.59M Buy
2023
Q3
Sell
2023
Q2
$57.8K Buy
2023
Q1
Sell
2022
Q4
$38.2K Buy