Guardian Financial Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $658K | Sell |
|
|||||
|
2025
Q2 | $804K | Buy |
|
|||||
|
2025
Q1 | $729K | Buy |
|
|||||
|
2024
Q4 | $765K | Buy |
|
|||||
|
2024
Q3 | $707K | Hold |
|
|||||
|
2024
Q2 | $641K | Hold |
|
|||||
|
2024
Q1 | $575K | Hold |
|
|||||
|
2023
Q4 | $486K | Hold |
|
|||||
|
2023
Q3 | $421K | Hold |
|
|||||
|
2023
Q2 | $492K | Hold |
|
|||||
|
2023
Q1 | $368K | Hold |
|
|||||
|
2022
Q4 | $382K | Hold |
|
|||||
|
2022
Q3 | $270K | Hold |
|
|||||
|
2022
Q2 | $289K | Hold |
|
|||||
|
2022
Q1 | $364K | Buy |
|