Personal CFO Solutions’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$536K Sell
986
-246
-20% -$134K 0.1% 205
2025
Q1
$610K Sell
1,232
-55
-4% -$27.2K 0.12% 179
2024
Q4
$672K Buy
1,287
+15
+1% +$7.83K 0.13% 165
2024
Q3
$625K Sell
1,272
-36
-3% -$17.7K 0.09% 217
2024
Q2
$582K Sell
1,308
-52
-4% -$23.1K 0.09% 220
2024
Q1
$543K Buy
1,360
+19
+1% +$7.58K 0.08% 233
2023
Q4
$452K Buy
1,341
+474
+55% +$160K 0.08% 252
2023
Q3
$253K Sell
867
-140
-14% -$40.9K 0.05% 367
2023
Q2
$344K Sell
1,007
-105
-9% -$35.9K 0.07% 300
2023
Q1
$284K Buy
1,112
+21
+2% +$5.37K 0.06% 326
2022
Q4
$289K Sell
1,091
-61
-5% -$16.2K 0.06% 306
2022
Q3
$216K Sell
1,152
-1,505
-57% -$282K 0.05% 349
2022
Q2
$533K Sell
2,657
-422
-14% -$84.7K 0.13% 146
2022
Q1
$929K Sell
3,079
-72
-2% -$21.7K 0.18% 110
2021
Q4
$1.13M Buy
3,151
+85
+3% +$30.5K 0.21% 99
2021
Q3
$1.02M Sell
3,066
-12
-0.4% -$3.98K 0.21% 101
2021
Q2
$944K Sell
3,078
-213
-6% -$65.3K 0.19% 106
2021
Q1
$811K Buy
3,291
+114
+4% +$28.1K 0.18% 110
2020
Q4
$866K Buy
3,177
+6
+0.2% +$1.64K 0.21% 100
2020
Q3
$1K Buy
+3,171
New +$1K 0.33% 87