Applied Research Investments’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 | – | Sell |
-2,438
| Closed | -$735K | – | 31 |
|
|
2022
Q1 | $735K | Sell |
2,438
-11,788
| -83% | -$3.55M | 2.19% | 25 |
|
|
2021
Q4 | $5.11M | Buy |
14,226
+1,044
| +8% | +$375K | 1.68% | 22 |
|
|
2021
Q3 | $4.37M | Sell |
13,182
-543
| -4% | -$180K | 1.45% | 23 |
|
|
2021
Q2 | $4.21M | Hold |
13,725
| – | – | 1.5% | 24 |
|
|
2021
Q1 | $3.38M | Buy |
13,725
+657
| +5% | +$162K | 1.23% | 32 |
|
|
2020
Q4 | $3.56M | Buy |
13,068
+2,445
| +23% | +$667K | 1.52% | 27 |
|
|
2020
Q3 | $2.51M | Buy |
10,623
+4,206
| +66% | +$995K | 1.42% | 30 |
|
|
2020
Q2 | $1.22M | Buy |
+6,417
| New | +$1.22M | 1.07% | 30 |
|