First Business Financial Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $680K | Hold |
1,251
| – | – | 0.06% | 104 |
|
|
2025
Q1 | $620K | Hold |
1,251
| – | – | 0.06% | 106 |
|
|
2024
Q4 | $653K | Hold |
1,251
| – | – | 0.06% | 104 |
|
|
2024
Q3 | $615K | Buy |
1,251
+12
| +1% | +$5.9K | 0.06% | 103 |
|
|
2024
Q2 | $551K | Sell |
1,239
-1
| -0.1% | -$445 | 0.06% | 102 |
|
|
2024
Q1 | $495K | Sell |
1,240
-255
| -17% | -$102K | 0.05% | 108 |
|
|
2023
Q4 | $504K | Sell |
1,495
-97
| -6% | -$32.7K | 0.06% | 103 |
|
|
2023
Q3 | $465K | Buy |
1,592
+59
| +4% | +$17.2K | 0.06% | 110 |
|
|
2023
Q2 | $524K | Hold |
1,533
| – | – | 0.06% | 108 |
|
|
2023
Q1 | $392K | Buy |
1,533
+114
| +8% | +$29.1K | 0.05% | 111 |
|
|
2022
Q4 | $377K | Hold |
1,419
| – | – | 0.05% | 113 |
|
|
2022
Q3 | $266K | Hold |
1,419
| – | – | 0.04% | 134 |
|
|
2022
Q2 | $285K | Buy |
1,419
+9
| +0.6% | +$1.81K | 0.04% | 132 |
|
|
2022
Q1 | $425K | Hold |
1,410
| – | – | 0.05% | 112 |
|
|
2021
Q4 | $507K | Hold |
1,410
| – | – | 0.05% | 106 |
|
|
2021
Q3 | $467K | Buy |
1,410
+300
| +27% | +$99.4K | 0.05% | 107 |
|
|
2021
Q2 | $340K | Buy |
1,110
+195
| +21% | +$59.7K | 0.04% | 124 |
|
|
2021
Q1 | $225K | Buy |
+915
| New | +$225K | 0.03% | 130 |
|