CapWealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q4
Sell
2014
Q3
$9K Hold
2014
Q2
$8K Hold
2014
Q1
$9K Hold
2013
Q4
$8K Sell
2013
Q3
$1.43M Sell
2013
Q2
$2.06M Buy