GFPC
Global Financial Private Client’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-53
| Closed | -$26.2K | – | 886 |
|
|
2025
Q1 | $26.2K | Buy |
53
+38
| +253% | +$18.8K | 0.01% | 408 |
|
|
2024
Q4 | $7.83K | Buy |
15
+2
| +15% | +$1.04K | ﹤0.01% | 587 |
|
|
2024
Q3 | $6.39K | Hold |
13
| – | – | ﹤0.01% | 617 |
|
|
2024
Q2 | $5.78K | Hold |
13
| – | – | ﹤0.01% | 494 |
|
|
2024
Q1 | $5.13K | Hold |
13
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $4.39K | Buy |
13
+4
| +44% | +$1.35K | ﹤0.01% | 525 |
|
|
2023
Q3 | $2.66K | Hold |
9
| – | – | ﹤0.01% | 548 |
|
|
2023
Q2 | $3.02K | Hold |
9
| – | – | ﹤0.01% | 543 |
|
|
2023
Q1 | $2.28K | Hold |
9
| – | – | ﹤0.01% | 564 |
|
|
2022
Q4 | $2.39K | Hold |
9
| – | – | ﹤0.01% | 543 |
|
|
2022
Q3 | $1.74K | Sell |
9
-370
| -98% | -$71.5K | ﹤0.01% | 539 |
|
|
2022
Q2 | $78.1K | Buy |
379
+98
| +35% | +$20.2K | 0.04% | 219 |
|
|
2022
Q1 | $85.9K | Buy |
281
+272
| +3,022% | +$83.1K | 0.04% | 213 |
|
|
2021
Q4 | $3.23K | Buy |
9
+6
| +200% | +$2.16K | ﹤0.01% | 487 |
|
|
2021
Q3 | $3.03K | Sell |
3
-30
| -91% | -$30.3K | ﹤0.01% | 436 |
|
|
2021
Q2 | $30.6K | Sell |
33
-30
| -48% | -$27.8K | 0.02% | 283 |
|
|
2021
Q1 | $47.1K | Hold |
63
| – | – | 0.03% | 212 |
|
|
2020
Q4 | $51.5K | Buy |
63
+3
| +5% | +$2.45K | 0.04% | 191 |
|
|
2020
Q3 | $42.6K | Hold |
60
| – | – | 0.04% | 204 |
|
|
2020
Q2 | $34.5K | Buy |
60
+10
| +20% | +$5.76K | 0.03% | 245 |
|
|
2020
Q1 | $22.9K | Hold |
50
| – | – | 0.02% | 295 |
|
|
2019
Q4 | $29.6K | Buy |
+50
| New | +$29.6K | 0.02% | 304 |
|