LFA
Legacy Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.39M | Buy |
2,554
+290
| +13% | +$158K | 0.22% | 78 |
|
|
2025
Q1 | $1.12M | Sell |
2,264
-61
| -3% | -$30.2K | 0.19% | 95 |
|
|
2024
Q4 | $1.21M | Buy |
2,325
+237
| +11% | +$124K | 0.2% | 81 |
|
|
2024
Q3 | $1.03M | Buy |
2,088
+112
| +6% | +$55K | 0.17% | 96 |
|
|
2024
Q2 | $879K | Buy |
1,976
+101
| +5% | +$44.9K | 0.16% | 107 |
|
|
2024
Q1 | $748K | Buy |
1,875
+101
| +6% | +$40.3K | 0.13% | 125 |
|
|
2023
Q4 | $598K | Buy |
1,774
+216
| +14% | +$72.9K | 0.12% | 141 |
|
|
2023
Q3 | $455K | Buy |
1,558
+2
| +0.1% | +$585 | 0.09% | 149 |
|
|
2023
Q2 | $532K | Buy |
1,556
+334
| +27% | +$114K | 0.1% | 133 |
|
|
2023
Q1 | $312K | Buy |
1,222
+251
| +26% | +$64.1K | 0.06% | 183 |
|
|
2022
Q4 | $258K | Buy |
+971
| New | +$258K | 0.06% | 198 |
|
|
2022
Q2 | – | Sell |
-755
| Closed | -$228K | – | 239 |
|
|
2022
Q1 | $228K | Sell |
755
-88
| -10% | -$26.6K | 0.05% | 209 |
|
|
2021
Q4 | $303K | Buy |
843
+600
| +247% | +$216K | 0.07% | 141 |
|
|
2021
Q3 | $242K | Buy |
+243
| New | +$242K | 0.06% | 155 |
|
|
2019
Q2 | – | Sell |
-40
| Closed | -$23K | – | 500 |
|
|
2019
Q1 | $23K | Buy |
40
+28
| +233% | +$16.1K | 0.01% | 424 |
|
|
2018
Q4 | $6K | Buy |
12
+10
| +500% | +$5K | ﹤0.01% | 698 |
|
|
2018
Q3 | $1K | Hold |
2
| – | – | ﹤0.01% | 847 |
|
|
2018
Q2 | $1K | Sell |
2
-6
| -75% | -$3K | ﹤0.01% | 871 |
|
|
2018
Q1 | $3K | Hold |
8
| – | – | ﹤0.01% | 711 |
|
|
2017
Q4 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 744 |
|