Berman Capital Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $743K | Buy |
2,247
+846
| +60% | +$280K | 0.12% | 96 |
|
|
2021
Q2 | $428K | Buy |
1,401
+609
| +77% | +$186K | 0.07% | 129 |
|
|
2021
Q1 | $194K | Buy |
792
+243
| +44% | +$59.5K | 0.04% | 192 |
|
|
2020
Q4 | $149K | Sell |
549
-57
| -9% | -$15.5K | 0.04% | 202 |
|
|
2020
Q3 | $142K | Buy |
606
+102
| +20% | +$23.9K | 0.04% | 184 |
|
|
2020
Q2 | $94K | Buy |
504
+45
| +10% | +$8.39K | 0.02% | 232 |
|
|
2020
Q1 | $74K | Sell |
459
-6
| -1% | -$967 | 0.02% | 236 |
|
|
2019
Q4 | $91K | Hold |
465
| – | – | 0.03% | 233 |
|
|
2019
Q3 | $83K | Buy |
465
+6
| +1% | +$1.07K | 0.03% | 232 |
|
|
2019
Q2 | $80K | Buy |
459
+48
| +12% | +$8.37K | 0.03% | 235 |
|
|
2019
Q1 | $78K | Buy |
411
+153
| +59% | +$29K | 0.03% | 224 |
|
|
2018
Q4 | $41K | Buy |
+258
| New | +$41K | 0.02% | 274 |
|