Bessemer Securities’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-1,175
| Closed | -$343K | – | 56 |
|
2023
Q3 | $343K | Sell |
1,175
-726
| -38% | -$212K | 0.48% | 79 |
|
2023
Q2 | $650K | Sell |
1,901
-300
| -14% | -$103K | 0.43% | 93 |
|
2023
Q1 | $562K | Buy |
2,201
+433
| +24% | +$111K | 0.26% | 107 |
|
2022
Q4 | $469K | Hold |
1,768
| – | – | 0.21% | 116 |
|
2022
Q3 | $331K | Hold |
1,768
| – | – | 0.12% | 118 |
|
2022
Q2 | $355K | Hold |
1,768
| – | – | 0.12% | 120 |
|
2022
Q1 | $533K | Hold |
1,768
| – | – | 0.16% | 105 |
|
2021
Q4 | $635K | Buy |
1,768
+238
| +16% | +$85.5K | 0.17% | 102 |
|
2021
Q3 | $507K | Hold |
1,530
| – | – | 0.17% | 104 |
|
2021
Q2 | $469K | Hold |
1,530
| – | – | 0.18% | 105 |
|
2021
Q1 | $377K | Hold |
1,530
| – | – | 0.16% | 110 |
|
2020
Q4 | $417K | Buy |
1,530
+450
| +42% | +$123K | 0.17% | 63 |
|
2020
Q3 | $255K | Buy |
+1,080
| New | +$255K | 0.12% | 78 |
|