First Personal Financial Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $160K | Buy |
325
+1
| +0.3% | +$466 | 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% | -$9.06K | 0.02% | 154 |
|
|
2020
Q4 | $98K | Buy |
360
+36
| +11% | +$8.94K | 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% | -$2.75K | 0.02% | 178 |
|
|
2019
Q4 | $67K | Sell |
339
-147
| -30% | -$27.5K | 0.02% | 177 |
|
|
2019
Q3 | $87K | Sell |
486
-120
| -20% | -$20.8K | 0.03% | 190 |
|
|
2019
Q2 | $106K | Buy |
606
+15
| +3% | +$2.57K | 0.03% | 212 |
|
|
2019
Q1 | $112K | Sell |
591
-6
| -1% | -$1.07K | 0.03% | 195 |
|
|
2018
Q4 | $95K | Buy |
597
+18
| +3% | +$3.05K | 0.03% | 201 |
|
|
2018
Q3 | $111K | Buy |
579
+81
| +16% | +$14.4K | 0.04% | 201 |
|
|
2018
Q2 | $79K | Sell |
498
-45
| -8% | -$6.86K | 0.03% | 224 |
|
|
2018
Q1 | $75K | Hold |
543
| – | – | 0.02% | 353 |
|
|
2017
Q4 | $66K | Buy |
543
+174
| +47% | +$21.8K | 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% | +$3.17K | 0.01% | 369 |
|
|
2016
Q1 | $22K | Hold |
324
| – | – | 0.01% | 230 |
|
|
2015
Q4 | $20K | Sell |
324
-900
| -74% | -$50.5K | 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 | +$68.2K | 0.04% | 143 |
|
Other funds holding ISRG
First Personal Financial Services's ISRG Position: Q3 2024 in Review
First Personal Financial Services increased its Intuitive Surgical (ISRG) stake by 0.31% in Q3 2024, buying an estimated $466 and bringing the position to 325 shares worth $160K. The position accounts for 0.03% of the portfolio, ranked #132.
First Personal Financial Services first reported a position in ISRG in Q4 2014 and has held it in 40 quarters since. 1,950 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.
- First Personal Financial Services held 325 shares of Intuitive Surgical worth $160K as of Q3 2024.
- First Personal Financial Services bought 1 Intuitive Surgical share in Q3 2024, an estimated $466.
- Intuitive Surgical made up 0.03% of First Personal Financial Services's portfolio in Q3 2024, its #132 holding.
- First Personal Financial Services first reported a position in Intuitive Surgical in Q4 2014 and has held it in 40 quarters since.
- 1,950 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.