SF
SWP Financial’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $411K | Hold |
756
| – | – | 0.23% | 48 |
|
2025
Q1 | $374K | Hold |
756
| – | – | 0.23% | 45 |
|
2024
Q4 | $395K | Hold |
756
| – | – | 0.24% | 43 |
|
2024
Q3 | $371K | Hold |
756
| – | – | 0.23% | 33 |
|
2024
Q2 | $336K | Hold |
756
| – | – | 0.22% | 38 |
|
2024
Q1 | $302K | Hold |
756
| – | – | 0.21% | 35 |
|
2023
Q4 | $255K | Buy |
+756
| New | +$255K | 0.2% | 38 |
|