FFA
First Foundation Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Buy |
797
+303
| +61% | +$165K | 0.02% | 247 |
|
|
2025
Q1 | $245K | Sell |
494
-116
| -19% | -$57.5K | 0.01% | 296 |
|
|
2024
Q4 | $318K | Sell |
610
-20
| -3% | -$10.4K | 0.01% | 280 |
|
|
2024
Q3 | $310K | Buy |
630
+18
| +3% | +$8.84K | 0.01% | 282 |
|
|
2024
Q2 | $272K | Sell |
612
-101
| -14% | -$44.9K | 0.01% | 290 |
|
|
2024
Q1 | $285K | Sell |
713
-151
| -17% | -$60.3K | 0.01% | 287 |
|
|
2023
Q4 | $291K | Sell |
864
-1,196
| -58% | -$403K | 0.01% | 293 |
|
|
2023
Q3 | $602K | Sell |
2,060
-7,102
| -78% | -$2.08M | 0.03% | 229 |
|
|
2023
Q2 | $3.13M | Buy |
9,162
+337
| +4% | +$115K | 0.14% | 104 |
|
|
2023
Q1 | $2.25M | Sell |
8,825
-94
| -1% | -$24K | 0.1% | 122 |
|
|
2022
Q4 | $2.37M | Sell |
8,919
-402
| -4% | -$107K | 0.11% | 115 |
|
|
2022
Q3 | $1.75M | Sell |
9,321
-2,263
| -20% | -$424K | 0.09% | 127 |
|
|
2022
Q2 | $2.33M | Buy |
11,584
+1,846
| +19% | +$371K | 0.1% | 116 |
|
|
2022
Q1 | $2.94M | Buy |
9,738
+2,078
| +27% | +$627K | 0.11% | 107 |
|
|
2021
Q4 | $2.75M | Buy |
7,660
+5,180
| +209% | +$1.86M | 0.09% | 113 |
|
|
2021
Q3 | $2.47M | Buy |
2,480
+501
| +25% | +$498K | 0.09% | 116 |
|
|
2021
Q2 | $1.82M | Buy |
1,979
+255
| +15% | +$235K | 0.07% | 153 |
|
|
2021
Q1 | $1.27M | Buy |
1,724
+412
| +31% | +$304K | 0.05% | 175 |
|
|
2020
Q4 | $1.07M | Buy |
1,312
+673
| +105% | +$550K | 0.05% | 183 |
|
|
2020
Q3 | $453K | Sell |
639
-71
| -10% | -$50.3K | 0.02% | 249 |
|
|
2020
Q2 | $405K | Buy |
710
+28
| +4% | +$16K | 0.02% | 248 |
|
|
2020
Q1 | $337K | Buy |
+682
| New | +$337K | 0.02% | 265 |
|
|
2019
Q1 | – | Sell |
-3,827
| Closed | -$1.83M | – | 360 |
|
|
2018
Q4 | $1.83M | Buy |
3,827
+2,013
| +111% | +$964K | 0.12% | 113 |
|
|
2018
Q3 | $1.04M | Sell |
1,814
-200
| -10% | -$115K | 0.06% | 166 |
|
|
2018
Q2 | $964K | Sell |
2,014
-250
| -11% | -$120K | 0.06% | 166 |
|
|
2018
Q1 | $935K | Sell |
2,264
-239
| -10% | -$98.7K | 0.05% | 167 |
|
|
2017
Q4 | $913K | Buy |
2,503
+1,482
| +145% | +$541K | 0.05% | 181 |
|
|
2017
Q3 | $1.07M | Buy |
+1,021
| New | +$1.07M | 0.06% | 146 |
|