Fortis Group Advisors’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 | $104K | Hold |
191
| – | – | 0.02% | 225 |
|
|
2025
Q1 | $94.6K | Hold |
191
| – | – | 0.02% | 196 |
|
|
2024
Q4 | $99.7K | Hold |
191
| – | – | 0.02% | 195 |
|
|
2024
Q3 | $93.8K | Hold |
191
| – | – | 0.02% | 188 |
|
|
2024
Q2 | $85K | Buy |
191
+13
| +7% | +$5.78K | 0.02% | 189 |
|
|
2024
Q1 | $71K | Sell |
178
-178
| -50% | -$71K | 0.01% | 212 |
|
|
2023
Q4 | $120K | Buy |
356
+178
| +100% | +$60.1K | 0.03% | 135 |
|
|
2023
Q3 | $52K | Buy |
+178
| New | +$52K | 0.02% | 136 |
|
|
2020
Q3 | $34K | Buy |
+144
| New | +$34K | 0.01% | 220 |
|