First Affirmative Financial Network’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
Q1
$540K Buy
2024
Q4
$515K Sell
2024
Q3
$499K Buy
2024
Q2
$443K Buy
2024
Q1
$387K Buy
2023
Q4
$304K Buy
2023
Q3
$246K Sell
2023
Q2
$291K Sell
2023
Q1
$217K Buy
2022
Q4
$224K Buy
2022
Q2
Sell
2022
Q1
$256K Buy
2021
Q4
$262K Buy
2021
Q3
$221K Buy