Baystate Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $25.4K | Buy |
75
+45
| +150% | +$13.4K | ﹤0.01% | 511 |
|
|
2023
Q3 | $9.03K | Sell |
30
-25
| -45% | -$7.81K | ﹤0.01% | 599 |
|
|
2023
Q2 | $19.1K | Hold |
55
| – | – | ﹤0.01% | 467 |
|
|
2023
Q1 | $14.3K | Buy |
55
+25
| +83% | +$6.16K | ﹤0.01% | 503 |
|
|
2022
Q4 | $8K | Hold |
30
| – | – | ﹤0.01% | 619 |
|
|
2022
Q3 | $6K | Sell |
30
-291
| -91% | -$62.5K | ﹤0.01% | 619 |
|
|
2022
Q2 | $65K | Hold |
321
| – | – | 0.01% | 288 |
|
|
2022
Q1 | $97K | Sell |
321
-6
| -2% | -$1.75K | 0.01% | 247 |
|
|
2021
Q4 | $118K | Buy |
327
+30
| +10% | +$10.3K | 0.01% | 226 |
|
|
2021
Q3 | $98K | Buy |
297
+6
| +2% | +$2.02K | 0.01% | 218 |
|
|
2021
Q2 | $89K | Hold |
291
| – | – | 0.01% | 220 |
|
|
2021
Q1 | $72K | Buy |
291
+60
| +26% | +$15.1K | 0.01% | 223 |
|
|
2020
Q4 | $63K | Hold |
231
| – | – | 0.01% | 224 |
|
|
2020
Q3 | $55K | Hold |
231
| – | – | 0.01% | 211 |
|
|
2020
Q2 | $44K | Buy |
231
+30
| +15% | +$5.38K | 0.01% | 234 |
|
|
2020
Q1 | $33K | Hold |
201
| – | – | ﹤0.01% | 234 |
|
|
2019
Q4 | $40K | Buy |
201
+30
| +18% | +$5.62K | ﹤0.01% | 252 |
|
|
2019
Q3 | $31K | Hold |
171
| – | – | ﹤0.01% | 250 |
|
|
2019
Q2 | $30K | Hold |
171
| – | – | ﹤0.01% | 269 |
|
|
2019
Q1 | $29K | Hold |
171
| – | – | ﹤0.01% | 275 |
|
|
2018
Q4 | $31K | Hold |
171
| – | – | ﹤0.01% | 261 |
|
|
2018
Q3 | $29K | Hold |
171
| – | – | 0.01% | 264 |
|
|
2018
Q2 | $29K | Buy |
171
+60
| +54% | +$9.15K | ﹤0.01% | 250 |
|
|
2018
Q1 | $17K | Buy |
+111
| New | +$15.5K | ﹤0.01% | 303 |
|
|
2017
Q1 | – | Sell |
-81
| Closed | -$6K | – | 671 |
|
|
2016
Q4 | $6K | Buy |
+81
| New | +$5.96K | ﹤0.01% | 344 |
|
|
2013
Q3 | – | Sell |
-54
| Closed | -$3K | – | 123 |
|
|
2013
Q2 | $3K | Buy |
+54
| New | +$2.98K | ﹤0.01% | 254 |
|
Other funds holding ISRG
