Altium Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $334K | Sell |
1,662
-3,125
| -65% | -$628K | 0.02% | 288 |
|
|
2022
Q1 | $1.44M | Buy |
4,787
+900
| +23% | +$271K | 0.09% | 123 |
|
|
2021
Q4 | $1.4M | Buy |
3,887
+239
| +7% | +$85.9K | 0.09% | 114 |
|
|
2021
Q3 | $1.21M | Buy |
3,648
+96
| +3% | +$31.8K | 0.09% | 112 |
|
|
2021
Q2 | $1.09M | Buy |
3,552
+420
| +13% | +$129K | 0.08% | 118 |
|
|
2021
Q1 | $771K | Buy |
3,132
+876
| +39% | +$216K | 0.06% | 147 |
|
|
2020
Q4 | $615K | Buy |
2,256
+381
| +20% | +$104K | 0.05% | 158 |
|
|
2020
Q3 | $443K | Buy |
1,875
+72
| +4% | +$17K | 0.05% | 194 |
|
|
2020
Q2 | $342K | Buy |
1,803
+30
| +2% | +$5.69K | 0.04% | 250 |
|
|
2020
Q1 | $293K | Buy |
1,773
+246
| +16% | +$40.7K | 0.04% | 217 |
|
|
2019
Q4 | $301K | Buy |
1,527
+102
| +7% | +$20.1K | 0.04% | 217 |
|
|
2019
Q3 | $256K | Hold |
1,425
| – | – | 0.03% | 231 |
|
|
2019
Q2 | $249K | Sell |
1,425
-156
| -10% | -$27.3K | 0.04% | 235 |
|
|
2019
Q1 | $301K | Sell |
1,581
-105
| -6% | -$20K | 0.05% | 213 |
|
|
2018
Q4 | $269K | Sell |
1,686
-18
| -1% | -$2.87K | 0.05% | 221 |
|
|
2018
Q3 | $326K | Sell |
1,704
-225
| -12% | -$43K | 0.06% | 211 |
|
|
2018
Q2 | $308K | Buy |
+1,929
| New | +$308K | 0.08% | 178 |
|