FFM
Forum Financial Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
2,129
+123
| +6% | +$66.8K | 0.02% | 191 |
|
|
2025
Q1 | $994K | Buy |
2,006
+7
| +0.4% | +$3.47K | 0.02% | 212 |
|
|
2024
Q4 | $1.04M | Buy |
1,999
+33
| +2% | +$17.2K | 0.02% | 203 |
|
|
2024
Q3 | $966K | Buy |
1,966
+35
| +2% | +$17.2K | 0.02% | 191 |
|
|
2024
Q2 | $859K | Sell |
1,931
-6
| -0.3% | -$2.67K | 0.02% | 199 |
|
|
2024
Q1 | $773K | Buy |
1,937
+1
| +0.1% | +$399 | 0.01% | 230 |
|
|
2023
Q4 | $653K | Sell |
1,936
-5
| -0.3% | -$1.69K | 0.01% | 230 |
|
|
2023
Q3 | $567K | Buy |
1,941
+47
| +2% | +$13.7K | 0.01% | 254 |
|
|
2023
Q2 | $648K | Sell |
1,894
-33
| -2% | -$11.3K | 0.01% | 236 |
|
|
2023
Q1 | $492K | Buy |
1,927
+36
| +2% | +$9.2K | 0.01% | 266 |
|
|
2022
Q4 | $502K | Hold |
1,891
| – | – | 0.02% | 254 |
|
|
2022
Q3 | $354K | Buy |
+1,891
| New | +$354K | 0.02% | 302 |
|
|
2022
Q2 | – | Sell |
-1,341
| Closed | -$404K | – | 617 |
|
|
2022
Q1 | $404K | Sell |
1,341
-371
| -22% | -$112K | 0.02% | 293 |
|
|
2021
Q4 | $615K | Buy |
+1,712
| New | +$615K | 0.03% | 204 |
|