RFA
Rollins Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-783
| Closed | -$409K | – | 135 |
|
|
2024
Q4 | $409K | Sell |
783
-59
| -7% | -$30.8K | 0.06% | 90 |
|
|
2024
Q3 | $414K | Hold |
842
| – | – | 0.07% | 88 |
|
|
2024
Q2 | $375K | Hold |
842
| – | – | 0.06% | 89 |
|
|
2024
Q1 | $336K | Hold |
842
| – | – | 0.06% | 87 |
|
|
2023
Q4 | $284K | Buy |
+842
| New | +$284K | 0.06% | 84 |
|