MFA
McClarren Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33
| Closed | -$16K | – | 188 |
|
|
2025
Q1 | $16K | Hold |
33
| – | – | 0.01% | 195 |
|
|
2024
Q4 | $17K | Hold |
33
| – | – | 0.05% | 138 |
|
|
2024
Q3 | $16 | Sell |
33
-411
| -93% | -$199 | ﹤0.01% | 173 |
|
|
2024
Q2 | $14K | Buy |
444
+411
| +1,245% | +$13K | 0.01% | 233 |
|
|
2024
Q1 | $14K | Hold |
33
| – | – | 0.01% | 227 |
|
|
2023
Q4 | $11K | Hold |
33
| – | – | 0.01% | 265 |
|
|
2023
Q3 | $9K | Hold |
33
| – | – | 0.01% | 257 |
|
|
2023
Q2 | $11K | Hold |
33
| – | – | 0.01% | 253 |
|
|
2023
Q1 | $8K | Hold |
33
| – | – | 0.01% | 251 |
|
|
2022
Q4 | $8K | Hold |
33
| – | – | 0.01% | 259 |
|
|
2022
Q3 | $6K | Buy |
+33
| New | +$6K | 0.01% | 250 |
|
|
2022
Q2 | – | Sell |
-33
| Closed | -$9K | – | 142 |
|
|
2022
Q1 | $9K | Hold |
33
| – | – | 0.01% | 213 |
|
|
2021
Q4 | $12K | Buy |
33
+22
| +200% | +$8K | 0.01% | 227 |
|
|
2021
Q3 | $10K | Buy |
+11
| New | +$10K | 0.01% | 213 |
|