Alera Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $962K | Buy |
1,958
+168
| +9% | +$82.5K | 0.11% | 82 |
|
|
2024
Q2 | $796K | Sell |
1,790
-1,335
| -43% | -$594K | 0.1% | 89 |
|
|
2024
Q1 | $1.25M | Sell |
3,125
-4
| -0.1% | -$1.6K | 0.17% | 44 |
|
|
2023
Q4 | $1.06M | Buy |
+3,129
| New | +$1.06M | 0.14% | 52 |
|
|
2019
Q2 | – | Sell |
-129
| Closed | -$25K | – | 530 |
|
|
2019
Q1 | $25K | Buy |
129
+15
| +13% | +$2.91K | 0.01% | 243 |
|
|
2018
Q4 | $18K | Buy |
+114
| New | +$18K | 0.01% | 308 |
|