PFWA
Paces Ferry Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.88M | Sell |
3,462
-35
| -1% | -$19K | 0.86% | 27 |
|
|
2025
Q1 | $1.73M | Sell |
3,497
-14
| -0.4% | -$6.93K | 0.86% | 28 |
|
|
2024
Q4 | $1.83M | Sell |
3,511
-31
| -0.9% | -$16.2K | 0.89% | 28 |
|
|
2024
Q3 | $1.74M | Sell |
3,542
-2
| -0.1% | -$983 | 1% | 28 |
|
|
2024
Q2 | $1.58M | Sell |
3,544
-16
| -0.4% | -$7.12K | 0.95% | 28 |
|
|
2024
Q1 | $1.42M | Sell |
3,560
-35
| -1% | -$14K | 0.91% | 29 |
|
|
2023
Q4 | $1.21M | Buy |
3,595
+12
| +0.3% | +$4.05K | 0.84% | 33 |
|
|
2023
Q3 | $1.05M | Sell |
3,583
-26
| -0.7% | -$7.6K | 0.83% | 32 |
|
|
2023
Q2 | $1.23M | Buy |
3,609
+28
| +0.8% | +$9.57K | 0.93% | 31 |
|
|
2023
Q1 | $915K | Buy |
3,581
+17
| +0.5% | +$4.34K | 0.74% | 36 |
|
|
2022
Q4 | $946K | Buy |
3,564
+3
| +0.1% | +$796 | 0.92% | 29 |
|
|
2022
Q3 | $667K | Buy |
3,561
+54
| +2% | +$10.1K | 0.73% | 35 |
|
|
2022
Q2 | $704K | Sell |
3,507
-1
| -0% | -$201 | 0.69% | 35 |
|
|
2022
Q1 | $1.06M | Sell |
3,508
-1
| -0% | -$302 | 0.84% | 31 |
|
|
2021
Q4 | $1.26M | Buy |
3,509
+2,328
| +197% | +$837K | 0.9% | 29 |
|
|
2021
Q3 | $1.17M | Sell |
1,181
-2
| -0.2% | -$1.99K | 0.94% | 29 |
|
|
2021
Q2 | $1.09M | Sell |
1,183
-4
| -0.3% | -$3.68K | 0.83% | 32 |
|
|
2021
Q1 | $877K | Sell |
1,187
-15
| -1% | -$11.1K | 0.76% | 36 |
|
|
2020
Q4 | $983K | Sell |
1,202
-22
| -2% | -$18K | 0.9% | 30 |
|
|
2020
Q3 | $868K | Buy |
+1,224
| New | +$868K | 0.76% | 33 |
|