FG
Fiduciary Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.3M | Buy |
22,623
+6
| +0% | +$3.26K | 1.16% | 22 |
|
|
2025
Q1 | $11.2M | Sell |
22,617
-150
| -0.7% | -$74.3K | 1.12% | 21 |
|
|
2024
Q4 | $11.9M | Sell |
22,767
-277
| -1% | -$145K | 1.19% | 19 |
|
|
2024
Q3 | $11.3M | Sell |
23,044
-263
| -1% | -$129K | 1.15% | 20 |
|
|
2024
Q2 | $10.4M | Sell |
23,307
-315
| -1% | -$140K | 1.11% | 23 |
|
|
2024
Q1 | $9.43M | Sell |
23,622
-354
| -1% | -$141K | 1.03% | 24 |
|
|
2023
Q4 | $8.09M | Sell |
23,976
-295
| -1% | -$99.5K | 0.95% | 27 |
|
|
2023
Q3 | $7.09M | Sell |
24,271
-112
| -0.5% | -$32.7K | 0.91% | 34 |
|
|
2023
Q2 | $8.34M | Sell |
24,383
-275
| -1% | -$94K | 1.02% | 29 |
|
|
2023
Q1 | $6.3M | Sell |
24,658
-204
| -0.8% | -$52.1K | 0.82% | 39 |
|
|
2022
Q4 | $6.6M | Sell |
24,862
-307
| -1% | -$81.5K | 0.88% | 37 |
|
|
2022
Q3 | $6.49M | Buy |
25,169
+5,591
| +29% | +$1.44M | 0.84% | 37 |
|
|
2022
Q2 | $4.62M | Buy |
19,578
+4,752
| +32% | +$1.12M | 0.58% | 50 |
|
|
2022
Q1 | $3.13M | Sell |
14,826
-734
| -5% | -$155K | 0.41% | 61 |
|
|
2021
Q4 | $5.59M | Sell |
15,560
-436
| -3% | -$157K | 0.62% | 48 |
|
|
2021
Q3 | $5.58M | Buy |
15,996
+10,594
| +196% | +$3.69M | 0.63% | 48 |
|
|
2021
Q2 | $5.35M | Sell |
5,402
-37
| -0.7% | -$36.7K | 0.62% | 48 |
|
|
2021
Q1 | $4.71M | Hold |
5,439
| – | – | 0.57% | 51 |
|
|
2020
Q4 | $4.35M | Sell |
5,439
-613
| -10% | -$490K | 0.57% | 48 |
|
|
2020
Q3 | $4.29M | Buy |
6,052
+83
| +1% | +$58.9K | 0.65% | 43 |
|
|
2020
Q2 | $3.4M | Buy |
5,969
+4,197
| +237% | +$2.39M | 0.57% | 41 |
|
|
2020
Q1 | $878K | Buy |
1,772
+10
| +0.6% | +$4.96K | 0.17% | 84 |
|
|
2019
Q4 | $1.04M | Hold |
1,762
| – | – | 0.17% | 89 |
|
|
2019
Q3 | $951K | Hold |
1,762
| – | – | 0.17% | 89 |
|
|
2019
Q2 | $924K | Sell |
1,762
-30
| -2% | -$15.7K | 0.17% | 92 |
|
|
2019
Q1 | $1.02M | Buy |
1,792
+20
| +1% | +$11.4K | 0.19% | 86 |
|
|
2018
Q4 | $849K | Sell |
1,772
-25
| -1% | -$12K | 0.18% | 90 |
|
|
2018
Q3 | $1.03M | Sell |
1,797
-46
| -2% | -$26.4K | 0.2% | 88 |
|
|
2018
Q2 | $882K | Sell |
1,843
-17
| -0.9% | -$8.14K | 0.19% | 88 |
|
|
2018
Q1 | $768K | Hold |
1,860
| – | – | 0.17% | 97 |
|
|
2017
Q4 | $679K | Buy |
1,860
+1,240
| +200% | +$453K | 0.14% | 106 |
|
|
2017
Q3 | $648K | Sell |
620
-171
| -22% | -$179K | 0.15% | 108 |
|
|
2017
Q2 | $740K | Sell |
791
-5
| -0.6% | -$4.68K | 0.17% | 102 |
|
|
2017
Q1 | $610K | Hold |
796
| – | – | 0.14% | 114 |
|
|
2016
Q4 | $505K | Hold |
796
| – | – | 0.13% | 123 |
|
|
2016
Q3 | $577K | Hold |
796
| – | – | 0.16% | 116 |
|
|
2016
Q2 | $526K | Sell |
796
-15
| -2% | -$9.91K | 0.15% | 120 |
|
|
2016
Q1 | $487K | Buy |
811
+60
| +8% | +$36K | 0.14% | 124 |
|
|
2015
Q4 | $410K | Hold |
751
| – | – | 0.12% | 129 |
|
|
2015
Q3 | $345K | Hold |
751
| – | – | 0.11% | 151 |
|
|
2015
Q2 | $364K | Buy |
+751
| New | +$364K | 0.11% | 150 |
|