RDFA
Ritter Daniher Financial Advisory’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $263K | Hold |
484
| – | – | 0.06% | 78 |
|
|
2025
Q1 | $240K | Buy |
484
+102
| +27% | +$50.5K | 0.07% | 83 |
|
|
2024
Q4 | $199K | Sell |
382
-71
| -16% | -$37.1K | 0.06% | 86 |
|
|
2024
Q3 | $223K | Hold |
453
| – | – | 0.06% | 79 |
|
|
2024
Q2 | $202K | Hold |
453
| – | – | 0.06% | 76 |
|
|
2024
Q1 | $181K | Hold |
453
| – | – | 0.06% | 80 |
|
|
2023
Q4 | $153K | Sell |
453
-130
| -22% | -$43.9K | 0.06% | 89 |
|
|
2023
Q3 | $170K | Buy |
583
+89
| +18% | +$26K | 0.07% | 74 |
|
|
2023
Q2 | $169K | Hold |
494
| – | – | 0.07% | 72 |
|
|
2023
Q1 | $126K | Sell |
494
-53
| -10% | -$13.5K | 0.06% | 87 |
|
|
2022
Q4 | $145K | Buy |
547
+469
| +601% | +$124K | 0.07% | 80 |
|
|
2022
Q3 | $15K | Hold |
78
| – | – | 0.01% | 159 |
|
|
2022
Q2 | $16K | Hold |
78
| – | – | 0.01% | 147 |
|
|
2022
Q1 | $24K | Hold |
78
| – | – | 0.02% | 137 |
|
|
2021
Q4 | $28K | Buy |
78
+52
| +200% | +$18.7K | 0.02% | 129 |
|
|
2021
Q3 | $26K | Hold |
26
| – | – | 0.02% | 133 |
|
|
2021
Q2 | $24K | Hold |
26
| – | – | 0.02% | 126 |
|
|
2021
Q1 | $19K | Hold |
26
| – | – | 0.02% | 123 |
|
|
2020
Q4 | $21K | Buy |
+26
| New | +$21K | 0.02% | 117 |
|