Fiduciary Group’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 | $12.3M | Buy |
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|
2025
Q1 | $11.2M | Sell |
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|
2024
Q4 | $11.9M | Sell |
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|
2024
Q3 | $11.3M | Sell |
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|
2024
Q2 | $10.4M | Sell |
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|
2024
Q1 | $9.43M | Sell |
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|
2023
Q4 | $8.09M | Sell |
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|
2023
Q3 | $7.09M | Sell |
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|
2023
Q2 | $8.34M | Sell |
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|
2023
Q1 | $6.3M | Sell |
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|
2022
Q4 | $6.6M | Sell |
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|
2022
Q3 | $6.49M | Buy |
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|
2022
Q2 | $4.62M | Buy |
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|
2022
Q1 | $3.13M | Sell |
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|
2021
Q4 | $5.59M | Sell |
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|
2021
Q3 | $5.58M | Buy |
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|
2021
Q2 | $5.35M | Sell |
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|
2021
Q1 | $4.71M | Hold |
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|
2020
Q4 | $4.34M | Sell |
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|
2020
Q3 | $4.29M | Buy |
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|
2020
Q2 | $3.4M | Buy |
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|
2020
Q1 | $878K | Buy |
|
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|
2019
Q4 | $1.04M | Hold |
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|
2019
Q3 | $951K | Hold |
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|
2019
Q2 | $924K | Sell |
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|
2019
Q1 | $1.02M | Buy |
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|
2018
Q4 | $849K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $882K | Sell |
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|
2018
Q1 | $768K | Hold |
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|
2017
Q4 | $679K | Hold |
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|
2017
Q3 | $648K | Sell |
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|
2017
Q2 | $740K | Sell |
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|
2017
Q1 | $610K | Hold |
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|
2016
Q4 | $505K | Hold |
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|
2016
Q3 | $577K | Hold |
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|
2016
Q2 | $526K | Sell |
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|
2016
Q1 | $487K | Buy |
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|
2015
Q4 | $410K | Hold |
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|
2015
Q3 | $345K | Hold |
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|
2015
Q2 | $364K | Buy |
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