PHS
PFM Health Sciences’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $48.3M | Sell |
88,967
-4,106
| -4% | -$2.23M | 4.12% | 5 |
|
|
2025
Q1 | $46.1M | Hold |
93,073
| – | – | 3.35% | 7 |
|
|
2024
Q4 | $48.6M | Sell |
93,073
-44,254
| -32% | -$23.1M | 3.01% | 6 |
|
|
2024
Q3 | $67.5M | Hold |
137,327
| – | – | 3.82% | 6 |
|
|
2024
Q2 | $61.1M | Buy |
137,327
+26,290
| +24% | +$11.7M | 3.02% | 8 |
|
|
2024
Q1 | $44.3M | Buy |
111,037
+86,730
| +357% | +$34.6M | 2.08% | 10 |
|
|
2023
Q4 | $8.2M | Sell |
24,307
-147,736
| -86% | -$49.8M | 0.49% | 48 |
|
|
2023
Q3 | $50.3M | Hold |
172,043
| – | – | 2.37% | 12 |
|
|
2023
Q2 | $58.8M | Sell |
172,043
-6,820
| -4% | -$2.33M | 2.28% | 11 |
|
|
2023
Q1 | $45.7M | Buy |
178,863
+64,413
| +56% | +$16.5M | 2.02% | 15 |
|
|
2022
Q4 | $30.4M | Buy |
+114,450
| New | +$30.4M | 1.09% | 35 |
|
|
2018
Q4 | – | Sell |
-86,098
| Closed | -$49.4M | – | 107 |
|
|
2018
Q3 | $49.4M | Sell |
86,098
-1,229
| -1% | -$705K | 0.72% | 48 |
|
|
2018
Q2 | $41.8M | Buy |
+87,327
| New | +$41.8M | 0.65% | 56 |
|
|
2013
Q3 | – | Hold |
0
| – | – | – | 79 |
|
|
2013
Q2 | – | Hold |
0
| – | – | – | 71 |
|