TFA
Teamwork Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.3M | Buy |
35,598
+463
| +1% | +$252K | 2.24% | 17 |
|
|
2025
Q1 | $17.4M | Sell |
35,135
-2,958
| -8% | -$1.47M | 2.32% | 17 |
|
|
2024
Q4 | $19.9M | Buy |
38,093
+3,265
| +9% | +$1.7M | 2.58% | 12 |
|
|
2024
Q3 | $17.1M | Buy |
34,828
+195
| +0.6% | +$95.8K | 2.37% | 14 |
|
|
2024
Q2 | $15.4M | Buy |
34,633
+8,703
| +34% | +$3.87M | 2.28% | 13 |
|
|
2024
Q1 | $10.3M | Buy |
25,930
+6,299
| +32% | +$2.51M | 1.59% | 21 |
|
|
2023
Q4 | $6.62M | Sell |
19,631
-1,212
| -6% | -$409K | 1.14% | 19 |
|
|
2023
Q3 | $6.09M | Buy |
20,843
+240
| +1% | +$70.2K | 0.99% | 25 |
|
|
2023
Q2 | $7.04M | Buy |
20,603
+1,815
| +10% | +$621K | 1.14% | 16 |
|
|
2023
Q1 | $4.8M | Buy |
18,788
+17,998
| +2,278% | +$4.6M | 0.89% | 29 |
|
|
2022
Q4 | $210K | Sell |
790
-16,727
| -95% | -$4.44M | 0.04% | 178 |
|
|
2022
Q3 | $3.28M | Buy |
+17,517
| New | +$3.28M | 0.71% | 29 |
|
|
2022
Q2 | – | Sell |
-751
| Closed | -$227K | – | 227 |
|
|
2022
Q1 | $227K | Sell |
751
-292
| -28% | -$88.3K | 0.04% | 228 |
|
|
2021
Q4 | $375K | Buy |
1,043
+524
| +101% | +$188K | 0.07% | 214 |
|
|
2021
Q3 | $516K | Buy |
519
+34
| +7% | +$33.8K | 0.1% | 154 |
|
|
2021
Q2 | $446K | Buy |
485
+31
| +7% | +$28.5K | 0.09% | 163 |
|
|
2021
Q1 | $335K | Buy |
454
+38
| +9% | +$28K | 0.08% | 182 |
|
|
2020
Q4 | $340K | Buy |
416
+10
| +2% | +$8.17K | 0.08% | 155 |
|
|
2020
Q3 | $288K | Buy |
406
+52
| +15% | +$36.9K | 0.09% | 145 |
|
|
2020
Q2 | $202K | Buy |
+354
| New | +$202K | 0.07% | 179 |
|