Fortune Financial 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 | $465K | Buy |
856
+133
| +18% | +$72.3K | 0.37% | 65 |
|
|
2025
Q1 | $358K | Buy |
723
+5
| +0.7% | +$2.48K | 0.31% | 72 |
|
|
2024
Q4 | $375K | Hold |
718
| – | – | 0.34% | 68 |
|
|
2024
Q3 | $353K | Buy |
718
+8
| +1% | +$3.93K | 0.32% | 69 |
|
|
2024
Q2 | $316K | Hold |
710
| – | – | 0.19% | 104 |
|
|
2024
Q1 | $283K | Sell |
710
-25
| -3% | -$9.98K | 0.18% | 114 |
|
|
2023
Q4 | $248K | Hold |
735
| – | – | 0.17% | 112 |
|
|
2023
Q3 | $215K | Hold |
735
| – | – | 0.16% | 111 |
|
|
2023
Q2 | $251K | Buy |
+735
| New | +$251K | 0.19% | 108 |
|