Atherton Lane Advisers’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2015
Q4 | – | Sell |
-20,529
| Closed | -$1.05M | – | 238 |
|
|
2015
Q3 | $1.05M | Sell |
20,529
-219,078
| -91% | -$11.2M | 0.07% | 93 |
|
|
2015
Q2 | $12.9M | Sell |
239,607
-10,737
| -4% | -$578K | 0.71% | 61 |
|
|
2015
Q1 | $14M | Buy |
250,344
+14,922
| +6% | +$837K | 0.76% | 59 |
|
|
2014
Q4 | $13.8M | Sell |
235,422
-1,008
| -0.4% | -$59.2K | 0.76% | 62 |
|
|
2014
Q3 | $12.1M | Sell |
236,430
-10,917
| -4% | -$560K | 0.69% | 63 |
|
|
2014
Q2 | $11.3M | Sell |
247,347
-9,675
| -4% | -$443K | 0.63% | 64 |
|
|
2014
Q1 | $12.5M | Buy |
257,022
+14,490
| +6% | +$705K | 0.77% | 59 |
|
|
2013
Q4 | $10.4M | Sell |
242,532
-7,857
| -3% | -$335K | 0.65% | 64 |
|
|
2013
Q3 | $10.5M | Buy |
+250,389
| New | +$10.5M | 0.72% | 65 |
|