Guardian Financial Partners’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 | $804K | Buy |
1,480
+9
| +0.6% | +$4.89K | 0.36% | 39 |
|
|
2025
Q1 | $729K | Buy |
1,471
+5
| +0.3% | +$2.48K | 0.35% | 42 |
|
|
2024
Q4 | $765K | Buy |
1,466
+26
| +2% | +$13.6K | 0.45% | 34 |
|
|
2024
Q3 | $707K | Hold |
1,440
| – | – | 0.44% | 33 |
|
|
2024
Q2 | $641K | Hold |
1,440
| – | – | 0.43% | 33 |
|
|
2024
Q1 | $575K | Hold |
1,440
| – | – | 0.39% | 33 |
|
|
2023
Q4 | $486K | Hold |
1,440
| – | – | 0.4% | 32 |
|
|
2023
Q3 | $421K | Hold |
1,440
| – | – | 0.4% | 31 |
|
|
2023
Q2 | $492K | Hold |
1,440
| – | – | 1.43% | 11 |
|
|
2023
Q1 | $368K | Hold |
1,440
| – | – | 0.37% | 30 |
|
|
2022
Q4 | $382K | Hold |
1,440
| – | – | 0.41% | 30 |
|
|
2022
Q3 | $270K | Hold |
1,440
| – | – | 0.31% | 29 |
|
|
2022
Q2 | $289K | Hold |
1,440
| – | – | 0.32% | 29 |
|
|
2022
Q1 | $364K | Buy |
+1,440
| New | +$364K | 0.37% | 28 |
|