Confluence Wealth 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
2020
Q3
$1.83M Buy
2020
Q2
$1.9M Buy
2020
Q1
$1.64M Sell
2019
Q4
$2M Sell
2019
Q3
$1.83M Buy
2019
Q2
$1.77M Buy
2019
Q1
$1.92M Buy
2018
Q4
$1.6M Sell
2018
Q3
$2M Sell
2018
Q2
$1.73M Sell
2018
Q1
$1.51M Sell
2017
Q4
$1.35M Sell
2017
Q3
$1.34M Sell
2017
Q2
$1.22M Buy
2017
Q1
$977K Buy
2016
Q4
$577K Buy