HFS
Howard Financial Services’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $480K | Buy |
883
+13
| +1% | +$7.06K | 0.06% | 105 |
|
|
2025
Q1 | $431K | Buy |
870
+33
| +4% | +$16.3K | 0.06% | 110 |
|
|
2024
Q4 | $437K | Buy |
837
+32
| +4% | +$16.7K | 0.06% | 110 |
|
|
2024
Q3 | $395K | Buy |
805
+6
| +0.8% | +$2.95K | 0.06% | 107 |
|
|
2024
Q2 | $355K | Sell |
799
-54
| -6% | -$24K | 0.06% | 109 |
|
|
2024
Q1 | $340K | Sell |
853
-6
| -0.7% | -$2.4K | 0.06% | 112 |
|
|
2023
Q4 | $290K | Buy |
859
+20
| +2% | +$6.75K | 0.06% | 119 |
|
|
2023
Q3 | $245K | Buy |
+839
| New | +$245K | 0.06% | 122 |
|
|
2022
Q2 | – | Sell |
-695
| Closed | -$210K | – | 132 |
|
|
2022
Q1 | $210K | Sell |
695
-17
| -2% | -$5.14K | 0.06% | 123 |
|
|
2021
Q4 | $256K | Buy |
712
+465
| +188% | +$167K | 0.08% | 103 |
|
|
2021
Q3 | $246K | Sell |
247
-3
| -1% | -$2.99K | 0.09% | 101 |
|
|
2021
Q2 | $230K | Buy |
+250
| New | +$230K | 0.09% | 105 |
|
|
2021
Q1 | – | Sell |
-250
| Closed | -$205K | – | 129 |
|
|
2020
Q4 | $205K | Buy |
+250
| New | +$205K | 0.11% | 104 |
|