HFM
Hartford Financial Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $872K | Sell |
1,605
-486
| -23% | -$264K | 0.24% | 77 |
|
|
2025
Q1 | $1.04M | Buy |
2,091
+2,085
| +34,750% | +$1.03M | 0.21% | 107 |
|
|
2024
Q4 | $3.13K | Hold |
6
| – | – | ﹤0.01% | 336 |
|
|
2024
Q3 | $2.95K | Hold |
6
| – | – | ﹤0.01% | 347 |
|
|
2024
Q2 | $2.67K | Hold |
6
| – | – | ﹤0.01% | 351 |
|
|
2024
Q1 | $2.4K | Hold |
6
| – | – | ﹤0.01% | 358 |
|
|
2023
Q4 | $2.03K | Hold |
6
| – | – | ﹤0.01% | 374 |
|
|
2023
Q3 | $1.75K | Hold |
6
| – | – | ﹤0.01% | 374 |
|
|
2023
Q2 | $2.05K | Hold |
6
| – | – | ﹤0.01% | 349 |
|
|
2023
Q1 | $1.53K | Hold |
6
| – | – | ﹤0.01% | 357 |
|
|
2022
Q4 | $1.59K | Hold |
6
| – | – | ﹤0.01% | 355 |
|
|
2022
Q3 | $1K | Hold |
6
| – | – | ﹤0.01% | 368 |
|
|
2022
Q2 | $1K | Hold |
6
| – | – | ﹤0.01% | 373 |
|
|
2022
Q1 | $2K | Hold |
6
| – | – | ﹤0.01% | 368 |
|
|
2021
Q4 | $2K | Buy |
6
+4
| +200% | +$1.33K | ﹤0.01% | 349 |
|
|
2021
Q3 | $2K | Hold |
2
| – | – | ﹤0.01% | 375 |
|
|
2021
Q2 | $2K | Hold |
2
| – | – | ﹤0.01% | 364 |
|
|
2021
Q1 | $1K | Hold |
2
| – | – | ﹤0.01% | 381 |
|
|
2020
Q4 | $2K | Hold |
2
| – | – | ﹤0.01% | 339 |
|
|
2020
Q3 | $1K | Sell |
2
-9
| -82% | -$4.5K | ﹤0.01% | 316 |
|
|
2020
Q2 | $6K | Hold |
11
| – | – | ﹤0.01% | 288 |
|
|
2020
Q1 | $5K | Buy |
+11
| New | +$5K | ﹤0.01% | 294 |
|