VFA
Values First Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $444K | Sell |
817
-13
| -2% | -$7.06K | 0.24% | 113 |
|
|
2025
Q1 | $410K | Sell |
830
-4
| -0.5% | -$1.98K | 0.24% | 115 |
|
|
2024
Q4 | $435K | Buy |
834
+16
| +2% | +$8.35K | 0.24% | 107 |
|
|
2024
Q3 | $402K | Buy |
818
+10
| +1% | +$4.91K | 0.22% | 107 |
|
|
2024
Q2 | $360K | Buy |
808
+197
| +32% | +$87.7K | 0.22% | 106 |
|
|
2024
Q1 | $244K | Sell |
611
-900
| -60% | -$359K | 0.14% | 141 |
|
|
2023
Q4 | $510K | Buy |
1,511
+371
| +33% | +$125K | 0.31% | 101 |
|
|
2023
Q3 | $333K | Sell |
1,140
-623
| -35% | -$182K | 0.22% | 115 |
|
|
2023
Q2 | $603K | Sell |
1,763
-70
| -4% | -$23.9K | 0.36% | 85 |
|
|
2023
Q1 | $468K | Sell |
1,833
-472
| -20% | -$121K | 0.3% | 95 |
|
|
2022
Q4 | $612K | Buy |
2,305
+268
| +13% | +$71.1K | 0.43% | 66 |
|
|
2022
Q3 | $382K | Buy |
2,037
+244
| +14% | +$45.8K | 0.27% | 99 |
|
|
2022
Q2 | $360K | Buy |
1,793
+574
| +47% | +$115K | 0.26% | 105 |
|
|
2022
Q1 | $368K | Buy |
1,219
+101
| +9% | +$30.5K | 0.23% | 113 |
|
|
2021
Q4 | $402K | Buy |
1,118
+766
| +218% | +$275K | 0.24% | 110 |
|
|
2021
Q3 | $350K | Sell |
352
-46
| -12% | -$45.7K | 0.23% | 117 |
|
|
2021
Q2 | $366K | Sell |
398
-27
| -6% | -$24.8K | 0.25% | 115 |
|
|
2021
Q1 | $314K | Buy |
425
+40
| +10% | +$29.6K | 0.23% | 122 |
|
|
2020
Q4 | $315K | Sell |
385
-1
| -0.3% | -$818 | 0.25% | 115 |
|
|
2020
Q3 | $274K | Sell |
386
-7
| -2% | -$4.97K | 0.25% | 117 |
|
|
2020
Q2 | $224K | Buy |
+393
| New | +$224K | 0.22% | 124 |
|