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 |
|