First Personal Financial Services’s Intuitive Surgical ISRG Stock Holding History

First Personal Financial Services’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$160K	Buy	325 +1	+0.3%	+$491	0.03%	132
2024 Q2	$144K	Hold	324	–	–	0.03%	135
2024 Q1	$129K	Hold	324	–	–	0.03%	141
2023 Q4	$109K	Hold	324	–	–	0.03%	155
2023 Q3	$94.7K	Hold	324	–	–	0.02%	158
2023 Q2	$111K	Hold	324	–	–	0.03%	150
2023 Q1	$82.8K	Hold	324	–	–	0.02%	166
2022 Q4	$86K	Hold	324	–	–	0.02%	167
2022 Q3	$61K	Hold	324	–	–	0.02%	177
2022 Q2	$65K	Hold	324	–	–	0.02%	157
2022 Q1	$98K	Hold	324	–	–	0.02%	147
2021 Q4	$116K	Hold	324	–	–	0.03%	143
2021 Q3	$107K	Hold	324	–	–	0.03%	147
2021 Q2	$99K	Hold	324	–	–	0.03%	150
2021 Q1	$80K	Sell	324 -36	-10%	-$8.89K	0.02%	154
2020 Q4	$98K	Buy	360 +36	+11%	+$9.8K	0.03%	144
2020 Q3	$77K	Hold	324	–	–	0.02%	156
2020 Q2	$62K	Hold	324	–	–	0.02%	170
2020 Q1	$53K	Sell	324 -15	-4%	-$2.45K	0.02%	178
2019 Q4	$67K	Sell	339 -147	-30%	-$29.1K	0.02%	177
2019 Q3	$87K	Sell	486 -120	-20%	-$21.5K	0.03%	190
2019 Q2	$106K	Buy	606 +15	+3%	+$2.62K	0.03%	212
2019 Q1	$112K	Sell	591 -6	-1%	-$1.14K	0.03%	195
2018 Q4	$95K	Buy	597 +18	+3%	+$2.86K	0.03%	201
2018 Q3	$111K	Buy	579 +81	+16%	+$15.5K	0.04%	201
2018 Q2	$79K	Sell	498 -45	-8%	-$7.14K	0.03%	224
2018 Q1	$75K	Hold	543	–	–	0.02%	353
2017 Q4	$66K	Buy	543 +174	+47%	+$21.1K	0.01%	413
2017 Q3	$43K	Hold	369	–	–	0.01%	451
2017 Q2	$38K	Hold	369	–	–	0.01%	468
2017 Q1	$31K	Hold	369	–	–	0.01%	486
2016 Q4	$26K	Hold	369	–	–	0.01%	498
2016 Q3	$30K	Hold	369	–	–	0.01%	362
2016 Q2	$27K	Buy	369 +45	+14%	+$3.29K	0.01%	369
2016 Q1	$22K	Hold	324	–	–	0.01%	230
2015 Q4	$20K	Sell	324 -900	-74%	-$55.6K	0.01%	244
2015 Q3	$63K	Hold	1,224	–	–	0.04%	159
2015 Q2	$66K	Hold	1,224	–	–	0.04%	151
2015 Q1	$69K	Hold	1,224	–	–	0.04%	150
2014 Q4	$71K	Buy	+1,224	New	+$71K	0.04%	143