FA
Fiduciary Alliance’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.21M | Buy |
15,112
+1,205
| +9% | +$655K | 0.61% | 39 |
|
|
2025
Q1 | $6.89M | Buy |
13,907
+1,410
| +11% | +$698K | 0.68% | 35 |
|
|
2024
Q4 | $6.52M | Buy |
12,497
+3,151
| +34% | +$1.64M | 0.66% | 40 |
|
|
2024
Q3 | $4.59M | Buy |
+9,346
| New | +$4.59M | 0.61% | 46 |
|
|
2023
Q3 | – | Sell |
-169
| Closed | -$57.8K | – | 545 |
|
|
2023
Q2 | $57.8K | Buy |
+169
| New | +$57.8K | 0.01% | 291 |
|
|
2023
Q1 | – | Sell |
-144
| Closed | -$38.2K | – | 486 |
|
|
2022
Q4 | $38.2K | Buy |
+144
| New | +$38.2K | 0.01% | 244 |
|