AIA
Avalon Investment & Advisory’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $265K | Sell |
1,037
-1,593
| -61% | -$407K | 0.01% | 288 |
|
|
2022
Q4 | $698K | Sell |
2,630
-496
| -16% | -$132K | 0.02% | 228 |
|
|
2022
Q3 | $586K | Sell |
3,126
-512
| -14% | -$96K | 0.02% | 223 |
|
|
2022
Q2 | $730K | Sell |
3,638
-2,248
| -38% | -$451K | 0.02% | 215 |
|
|
2022
Q1 | $1.78M | Buy |
5,886
+2,005
| +52% | +$605K | 0.04% | 175 |
|
|
2021
Q4 | $1.39M | Buy |
3,881
+1,858
| +92% | +$667K | 0.03% | 191 |
|
|
2021
Q3 | $2.01M | Buy |
2,023
+114
| +6% | +$113K | 0.05% | 196 |
|
|
2021
Q2 | $1.76M | Buy |
1,909
+77
| +4% | +$70.8K | 0.04% | 203 |
|
|
2021
Q1 | $1.35M | Buy |
1,832
+293
| +19% | +$217K | 0.03% | 216 |
|
|
2020
Q4 | $1.26M | Buy |
1,539
+318
| +26% | +$260K | 0.03% | 232 |
|
|
2020
Q3 | $866K | Buy |
1,221
+195
| +19% | +$138K | 0.02% | 227 |
|
|
2020
Q2 | $585K | Buy |
+1,026
| New | +$585K | 0.01% | 234 |
|