Boston Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.93M | Sell |
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|
2024
Q3 | $1.88M | Sell |
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|
2024
Q2 | $1.72M | Sell |
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|
2024
Q1 | $1.54M | Hold |
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|
2023
Q4 | $1.3M | Sell |
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|
2023
Q3 | $1.14M | Buy |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $963K | Hold |
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|
2022
Q4 | $1M | Buy |
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|
2022
Q3 | $705K | Sell |
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|
2022
Q2 | $756K | Buy |
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|
2022
Q1 | $1.1M | Buy |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.17M | Hold |
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|
2021
Q2 | $1.09M | Sell |
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|
2021
Q1 | $913K | Buy |
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|
2020
Q4 | $1M | Hold |
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|
2020
Q3 | $870K | Hold |
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|
2020
Q2 | $699K | Hold |
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|
2020
Q1 | $607K | Buy |
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|
2019
Q4 | $432K | Buy |
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