MFA
Morling Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Sell |
736
-31
| -4% | -$16.8K | 0.13% | 51 |
|
|
2025
Q1 | $380K | Buy |
767
+107
| +16% | +$53K | 0.13% | 58 |
|
|
2024
Q4 | $344K | Buy |
660
+40
| +6% | +$20.9K | 0.12% | 55 |
|
|
2024
Q3 | $305K | Buy |
620
+5
| +0.8% | +$2.46K | 0.12% | 52 |
|
|
2024
Q2 | $274K | Buy |
615
+88
| +17% | +$39.1K | 0.12% | 49 |
|
|
2024
Q1 | $210K | Buy |
+527
| New | +$210K | 0.12% | 63 |
|