FAFN
First Affirmative Financial Network’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $540K | Buy |
1,091
+105
| +11% | +$52K | 0.33% | 83 |
|
|
2024
Q4 | $515K | Sell |
986
-30
| -3% | -$15.7K | 0.3% | 86 |
|
|
2024
Q3 | $499K | Buy |
1,016
+20
| +2% | +$9.82K | 0.27% | 95 |
|
|
2024
Q2 | $443K | Buy |
996
+26
| +3% | +$11.6K | 0.31% | 95 |
|
|
2024
Q1 | $387K | Buy |
970
+70
| +8% | +$27.9K | 0.29% | 110 |
|
|
2023
Q4 | $304K | Buy |
900
+59
| +7% | +$19.9K | 0.24% | 137 |
|
|
2023
Q3 | $246K | Sell |
841
-9
| -1% | -$2.63K | 0.24% | 140 |
|
|
2023
Q2 | $291K | Sell |
850
-1
| -0.1% | -$342 | 0.29% | 115 |
|
|
2023
Q1 | $217K | Buy |
851
+7
| +0.8% | +$1.79K | 0.25% | 133 |
|
|
2022
Q4 | $224K | Buy |
+844
| New | +$224K | 0.27% | 124 |
|
|
2022
Q2 | – | Sell |
-849
| Closed | -$256K | – | 150 |
|
|
2022
Q1 | $256K | Buy |
849
+120
| +16% | +$36.2K | 0.25% | 124 |
|
|
2021
Q4 | $262K | Buy |
729
+507
| +228% | +$182K | 0.24% | 127 |
|
|
2021
Q3 | $221K | Buy |
+222
| New | +$221K | 0.23% | 140 |
|