BWM
BerganKDV Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $104K | Sell |
305
-373
| -55% | -$128K | 0.01% | 293 |
|
|
2023
Q1 | $173K | Hold |
678
| – | – | 0.02% | 244 |
|
|
2022
Q4 | $180K | Buy |
678
+52
| +8% | +$13.8K | 0.02% | 242 |
|
|
2022
Q3 | $117K | Sell |
626
-30
| -5% | -$5.61K | 0.01% | 271 |
|
|
2022
Q2 | $132K | Buy |
656
+200
| +44% | +$40.2K | 0.02% | 277 |
|
|
2022
Q1 | $138K | Hold |
456
| – | – | 0.01% | 277 |
|
|
2021
Q4 | $164K | Buy |
456
+204
| +81% | +$73.4K | 0.02% | 278 |
|
|
2021
Q3 | $251K | Buy |
252
+18
| +8% | +$17.9K | 0.03% | 234 |
|
|
2021
Q2 | $215K | Buy |
234
+200
| +588% | +$184K | 0.03% | 240 |
|
|
2021
Q1 | $25K | Sell |
34
-180
| -84% | -$132K | ﹤0.01% | 452 |
|
|
2020
Q4 | $175K | Buy |
214
+25
| +13% | +$20.4K | 0.02% | 234 |
|
|
2020
Q3 | $134K | Hold |
189
| – | – | 0.02% | 240 |
|
|
2020
Q2 | $108K | Buy |
189
+3
| +2% | +$1.71K | 0.02% | 269 |
|
|
2020
Q1 | $92K | Hold |
186
| – | – | 0.02% | 265 |
|
|
2019
Q4 | $110K | Buy |
186
+6
| +3% | +$3.55K | 0.02% | 262 |
|
|
2019
Q3 | $97K | Hold |
180
| – | – | 0.02% | 261 |
|
|
2019
Q2 | $94K | Hold |
180
| – | – | 0.02% | 266 |
|
|
2019
Q1 | $103K | Hold |
180
| – | – | 0.02% | 273 |
|
|
2018
Q4 | $86K | Hold |
180
| – | – | 0.02% | 253 |
|
|
2018
Q3 | $103K | Hold |
180
| – | – | 0.02% | 252 |
|
|
2018
Q2 | $86K | Buy |
+180
| New | +$86K | 0.02% | 262 |
|