FRA
Frank Rimerman Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.94M | Buy |
10,928
+16
| +0.1% | +$8.7K | 0.4% | 40 |
|
|
2025
Q1 | $5.4M | Buy |
10,912
+22
| +0.2% | +$10.9K | 0.43% | 36 |
|
|
2024
Q4 | $5.68M | Buy |
10,890
+60
| +0.6% | +$31.3K | 0.41% | 33 |
|
|
2024
Q3 | $5.32M | Buy |
10,830
+1,580
| +17% | +$776K | 0.38% | 38 |
|
|
2024
Q2 | $4.11M | Buy |
9,250
+5,359
| +138% | +$2.38M | 0.29% | 48 |
|
|
2024
Q1 | $1.55M | Hold |
3,891
| – | – | 0.3% | 41 |
|
|
2023
Q4 | $1.31M | Hold |
3,891
| – | – | 0.27% | 42 |
|
|
2023
Q3 | $1.14M | Hold |
3,891
| – | – | 0.28% | 42 |
|
|
2023
Q2 | $1.33M | Hold |
3,891
| – | – | 0.32% | 38 |
|
|
2023
Q1 | $994K | Hold |
3,891
| – | – | 0.27% | 43 |
|
|
2022
Q4 | $1.03M | Hold |
3,891
| – | – | 0.32% | 37 |
|
|
2022
Q3 | $729K | Hold |
3,891
| – | – | 0.26% | 48 |
|
|
2022
Q2 | $781K | Hold |
3,891
| – | – | 0.3% | 42 |
|
|
2022
Q1 | $1.17M | Hold |
3,891
| – | – | 0.38% | 36 |
|
|
2021
Q4 | $1.4M | Buy |
3,891
+2,594
| +200% | +$932K | 0.47% | 29 |
|
|
2021
Q3 | $1.29M | Sell |
1,297
-15
| -1% | -$14.9K | 0.5% | 27 |
|
|
2021
Q2 | $1.21M | Hold |
1,312
| – | – | 0.47% | 29 |
|
|
2021
Q1 | $969K | Hold |
1,312
| – | – | 0.43% | 28 |
|
|
2020
Q4 | $1.07M | Buy |
+1,312
| New | +$1.07M | 0.49% | 29 |
|