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BKS Advisors’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2019
Q1
$1.56M Sell
2,728
-310
-10% -$177K 0.63% 46
2018
Q4
$1.46M Hold
3,038
0.66% 45
2018
Q3
$1.74M Buy
3,038
+503
+20% +$289K 0.64% 43
2018
Q2
$1.21M Buy
2,535
+1,110
+78% +$531K 0.43% 64
2018
Q1
$588K Hold
1,425
0.21% 114
2017
Q4
$520K Buy
1,425
+950
+200% +$347K 0.19% 122
2017
Q3
$497K Hold
475
0.19% 120
2017
Q2
$444K Hold
475
0.18% 126
2017
Q1
$364K Hold
475
0.16% 134
2016
Q4
$301K Buy
+475
New +$301K 0.14% 137
2016
Q3
Sell
-3,099
Closed -$2.05M 240
2016
Q2
$2.05M Buy
3,099
+2,655
+598% +$1.76M 1.06% 32
2016
Q1
$267K Hold
444
0.14% 132
2015
Q4
$242K Hold
444
0.12% 134
2015
Q3
$204K Hold
444
0.11% 139
2015
Q2
$215K Hold
444
0.1% 140
2015
Q1
$224K Buy
+444
New +$224K 0.11% 137