TA
TFB Advisors’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.02M | Buy |
1,876
+124
| +7% | +$67.4K | 0.27% | 87 |
|
2025
Q1 | $868K | Buy |
1,752
+42
| +2% | +$20.8K | 0.25% | 95 |
|
2024
Q4 | $893K | Sell |
1,710
-8
| -0.5% | -$4.18K | 0.26% | 89 |
|
2024
Q3 | $844K | Buy |
1,718
+79
| +5% | +$38.8K | 0.25% | 93 |
|
2024
Q2 | $729K | Buy |
1,639
+256
| +19% | +$114K | 0.24% | 95 |
|
2024
Q1 | $514K | Buy |
+1,383
| New | +$514K | 0.19% | 123 |
|
2023
Q4 | – | Sell |
-1,057
| Closed | -$309K | – | 183 |
|
2023
Q3 | $309K | Buy |
1,057
+124
| +13% | +$36.2K | 0.38% | 84 |
|
2023
Q2 | $319K | Buy |
+933
| New | +$319K | 0.14% | 171 |
|