HFA
Harbert Fund Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,750
| Closed | -$1.36M | – | 34 |
|
|
2025
Q1 | $1.36M | Sell |
2,750
-125
| -4% | -$61.9K | 1.54% | 25 |
|
|
2024
Q4 | $1.5M | Buy |
2,875
+300
| +12% | +$157K | 0.78% | 28 |
|
|
2024
Q3 | $1.27M | Buy |
2,575
+75
| +3% | +$36.8K | 0.75% | 27 |
|
|
2024
Q2 | $1.11M | Buy |
+2,500
| New | +$1.11M | 0.79% | 26 |
|
|
2024
Q1 | – | Sell |
-3,850
| Closed | -$1.3M | – | 91 |
|
|
2023
Q4 | $1.3M | Sell |
3,850
-4,650
| -55% | -$1.57M | 0.89% | 34 |
|
|
2023
Q3 | $2.48M | Buy |
+8,500
| New | +$2.48M | 1.77% | 26 |
|
|
2023
Q2 | – | Sell |
-9,750
| Closed | -$2.49M | – | 46 |
|
|
2023
Q1 | $2.49M | Buy |
+9,750
| New | +$2.49M | 1.65% | 26 |
|