Bragg Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-660
| Closed | -$226K | – | 320 |
|
|
2023
Q2 | $226K | Buy |
+660
| New | +$226K | 0.01% | 309 |
|
|
2023
Q1 | – | Sell |
-760
| Closed | -$202K | – | 317 |
|
|
2022
Q4 | $202K | Buy |
+760
| New | +$202K | 0.01% | 311 |
|
|
2022
Q2 | – | Sell |
-1,082
| Closed | -$326K | – | 306 |
|
|
2022
Q1 | $326K | Buy |
1,082
+602
| +125% | +$181K | 0.02% | 273 |
|
|
2021
Q4 | $477K | Sell |
480
-960
| -67% | -$954K | 0.03% | 230 |
|
|
2021
Q3 | $477K | Buy |
+1,440
| New | +$477K | 0.03% | 230 |
|