Symphony Financial’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.55M Sell
2025
Q2
$1.89M Buy
2025
Q1
$952K Buy
2024
Q4
$233K Buy
2022
Q1
Sell
2021
Q4
$312K Buy
2021
Q3
$256K Sell
2021
Q2
$268K Sell
2021
Q1
$270K Buy
2020
Q4
$235K Buy
2020
Q3
$205K Buy