TFC Financial Management’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
Q2 | $716K | Hold |
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|
2025
Q1 | $652K | Hold |
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|
2024
Q4 | $687K | Hold |
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|
2024
Q3 | $647K | Hold |
|
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|
2024
Q2 | $586K | Hold |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $458K | Sell |
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|
2023
Q3 | $398K | Hold |
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|
2023
Q2 | $465K | Sell |
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|
2023
Q1 | $375K | Buy |
|
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|
2022
Q4 | $359K | Hold |
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|
2022
Q3 | $254K | Hold |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $408K | Hold |
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|
2021
Q4 | $486K | Hold |
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|
2021
Q3 | $448K | Hold |
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|
2021
Q2 | $415K | Sell |
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|
2021
Q1 | $420K | Hold |
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|
2020
Q4 | $465K | Hold |
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|
2020
Q3 | $404K | Buy |
|