Aft Forsyth & Sober’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4,950
| Closed | -$1.45M | – | 85 |
|
|
2023
Q3 | $1.45M | Hold |
4,950
| – | – | 0.61% | 45 |
|
|
2023
Q2 | $1.69M | Hold |
4,950
| – | – | 0.7% | 38 |
|
|
2023
Q1 | $1.26M | Hold |
4,950
| – | – | 0.64% | 53 |
|
|
2022
Q4 | $1.31M | Hold |
4,950
| – | – | 0.59% | 51 |
|
|
2022
Q3 | $928K | Hold |
4,950
| – | – | 0.45% | 66 |
|
|
2022
Q2 | $994K | Hold |
4,950
| – | – | 0.46% | 70 |
|
|
2022
Q1 | $1.49M | Hold |
4,950
| – | – | 0.59% | 47 |
|
|
2021
Q4 | $1.78M | Hold |
4,950
| – | – | 0.62% | 36 |
|
|
2021
Q3 | $1.64M | Buy |
+4,950
| New | +$1.64M | 0.62% | 41 |
|
|
2020
Q1 | – | Sell |
-300
| Closed | -$59K | – | 46 |
|
|
2019
Q4 | $59K | Buy |
+300
| New | +$59K | 0.05% | 62 |
|