TFM
TFC Financial Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $716K | Hold |
1,317
| – | – | 0.1% | 64 |
|
|
2025
Q1 | $652K | Hold |
1,317
| – | – | 0.1% | 61 |
|
|
2024
Q4 | $687K | Hold |
1,317
| – | – | 0.11% | 59 |
|
|
2024
Q3 | $647K | Hold |
1,317
| – | – | 0.1% | 62 |
|
|
2024
Q2 | $586K | Hold |
1,317
| – | – | 0.1% | 60 |
|
|
2024
Q1 | $526K | Sell |
1,317
-41
| -3% | -$16.4K | 0.09% | 71 |
|
|
2023
Q4 | $458K | Sell |
1,358
-2
| -0.1% | -$675 | 0.09% | 71 |
|
|
2023
Q3 | $398K | Hold |
1,360
| – | – | 0.09% | 72 |
|
|
2023
Q2 | $465K | Sell |
1,360
-106
| -7% | -$36.2K | 0.11% | 69 |
|
|
2023
Q1 | $375K | Buy |
1,466
+113
| +8% | +$28.9K | 0.1% | 72 |
|
|
2022
Q4 | $359K | Hold |
1,353
| – | – | 0.1% | 65 |
|
|
2022
Q3 | $254K | Hold |
1,353
| – | – | 0.08% | 78 |
|
|
2022
Q2 | $272K | Hold |
1,353
| – | – | 0.08% | 80 |
|
|
2022
Q1 | $408K | Hold |
1,353
| – | – | 0.12% | 65 |
|
|
2021
Q4 | $486K | Buy |
1,353
+902
| +200% | +$324K | 0.15% | 56 |
|
|
2021
Q3 | $448K | Hold |
451
| – | – | 0.15% | 58 |
|
|
2021
Q2 | $415K | Sell |
451
-118
| -21% | -$109K | 0.14% | 62 |
|
|
2021
Q1 | $420K | Hold |
569
| – | – | 0.17% | 57 |
|
|
2020
Q4 | $465K | Hold |
569
| – | – | 0.2% | 49 |
|
|
2020
Q3 | $404K | Buy |
+569
| New | +$404K | 0.2% | 48 |
|