C.M. Bidwell & Associates’s Intuitive Surgical ISRG Stock Holding History

C.M. Bidwell & Associates’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-297	Closed	-$86.8K	–	532
2023 Q3	$86.8K	Sell	297 -21	-7%	-$6.56K	0.07%	252
2023 Q2	$109K	Buy	+318	New	+$96.2K	0.08%	224
2021 Q4	–	Sell	-1,143	Closed	-$379K	–	589
2021 Q3	$379K	Sell	1,143 -9	-0.8%	-$3.02K	0.25%	62
2021 Q2	$353K	Buy	1,152 +342	+42%	+$95.9K	0.23%	71
2021 Q1	$200K	Sell	810 -18	-2%	-$4.53K	0.15%	134
2020 Q4	$226K	Buy	+828	New	+$206K	0.19%	88
2020 Q2	–	Sell	-12	Closed	-$2K	–	432
2020 Q1	$2K	Hold	12	–	–	﹤0.01%	319
2019 Q4	$2K	Hold	12	–	–	﹤0.01%	380
2019 Q3	$2K	Hold	12	–	–	﹤0.01%	388
2019 Q2	$2K	Buy	+12	New	+$2.06K	﹤0.01%	366
2019 Q1	–	Sell	-3,879	Closed	-$619K	–	437
2018 Q4	$619K	Sell	3,879 -1,551	-29%	-$263K	0.67%	31
2018 Q3	$1.04M	Buy	5,430 +1,140	+27%	+$202K	0.98%	20
2018 Q2	$684K	Buy	+4,290	New	+$654K	0.63%	43
2017 Q3	–	Sell	-47,880	Closed	-$4.98M	–	336
2017 Q2	$4.98M	Hold	47,880	–	–	1.06%	28
2017 Q1	$4.08M	Buy	+47,880	New	+$3.78M	0.92%	48

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

C.M. Bidwell & Associates's ISRG Position: Q4 2023 in Review

C.M. Bidwell & Associates sold out of Intuitive Surgical (ISRG) in Q4 2023, closing a stake of 297 shares — an estimated $86.8K sold.

C.M. Bidwell & Associates first reported a position in ISRG in Q1 2017 and held it in 15 quarters. The position peaked at $4.98M in Q2 2017. 1,674 funds tracked by Wall St. Rank hold ISRG as of Q4 2023.

C.M. Bidwell & Associates reported no remaining Intuitive Surgical position as of Q4 2023 after selling out during the quarter.
C.M. Bidwell & Associates sold 297 Intuitive Surgical shares in Q4 2023, an estimated $86.8K.
C.M. Bidwell & Associates first reported a position in Intuitive Surgical in Q1 2017 and held it in 15 quarters.
C.M. Bidwell & Associates's Intuitive Surgical position peaked at $4.98M in Q2 2017.
1,674 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2023.

Based on C.M. Bidwell & Associates's 13F filing for Q4 2023, filed 14 Feb 2024.