Buckingham Strategic Wealth’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
Q2 | $4.14M | Buy |
9,301
+163
| +2% | +$64.9K | 0.04% | 163 |
|
|
2024
Q1 | $3.65M | Buy |
9,138
+177
| +2% | +$66.9K | 0.04% | 175 |
|
|
2023
Q4 | $3.02M | Sell |
8,961
-27
| -0.3% | -$8.05K | 0.04% | 188 |
|
|
2023
Q3 | $2.63M | Sell |
8,988
-8
| -0.1% | -$2.5K | 0.04% | 191 |
|
|
2023
Q2 | $3.08M | Sell |
8,996
-522
| -5% | -$158K | 0.04% | 172 |
|
|
2023
Q1 | $2.53M | Hold |
9,518
| – | – | 0.05% | 162 |
|
|
2022
Q4 | $2.53M | Sell |
9,518
-394
| -4% | -$96.1K | 0.05% | 162 |
|
|
2022
Q3 | $1.86M | Buy |
9,912
+99
| +1% | +$21.3K | 0.04% | 177 |
|
|
2022
Q2 | $1.97M | Sell |
9,813
-86
| -0.9% | -$20.2K | 0.04% | 176 |
|
|
2022
Q1 | $2.99M | Sell |
9,899
-361
| -4% | -$105K | 0.06% | 142 |
|
|
2021
Q4 | $3.69M | Sell |
10,260
-429
| -4% | -$148K | 0.07% | 125 |
|
|
2021
Q3 | $3.54M | Sell |
10,689
-399
| -4% | -$134K | 0.07% | 129 |
|
|
2021
Q2 | $3.4M | Sell |
11,088
-240
| -2% | -$67.3K | 0.08% | 128 |
|
|
2021
Q1 | $2.79M | Sell |
11,328
-69
| -0.6% | -$17.4K | 0.14% | 125 |
|
|
2020
Q4 | $3.11M | Buy |
11,397
+10,080
| +765% | +$2.5M | 0.16% | 113 |
|
|
2020
Q3 | $311K | Sell |
1,317
-417
| -24% | -$93.6K | 0.02% | 361 |
|
|
2020
Q2 | $329K | Buy |
+1,734
| New | +$311K | 0.03% | 299 |
|
|
2019
Q4 | – | Sell |
-1,293
| Closed | -$233K | – | 472 |
|
|
2019
Q3 | $233K | Sell |
1,293
-420
| -25% | -$72.6K | 0.03% | 371 |
|
|
2019
Q2 | $300K | Buy |
1,713
+162
| +10% | +$27.8K | 0.03% | 342 |
|
|
2019
Q1 | $295K | Buy |
+1,551
| New | +$276K | 0.04% | 316 |
|
|
2018
Q4 | – | Sell |
-1,122
| Closed | -$215K | – | 373 |
|
|
2018
Q3 | $215K | Buy |
+1,122
| New | +$199K | 0.03% | 332 |
|
|
2017
Q3 | – | Sell |
-2,970
| Closed | -$309K | – | 300 |
|
|
2017
Q2 | $309K | Buy |
+2,970
| New | +$285K | 0.07% | 216 |
|
Other funds holding ISRG
