Copperwynd Financial’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-6,098
| Closed | -$2.09M | – | 136 |
|
|
2023
Q2 | $2.09M | Buy |
+6,098
| New | +$2.09M | 0.97% | 21 |
|
|
2022
Q4 | – | Sell |
-2,221
| Closed | -$416K | – | 134 |
|
|
2022
Q3 | $416K | Buy |
2,221
+15
| +0.7% | +$2.81K | 0.24% | 91 |
|
|
2022
Q2 | $443K | Sell |
2,206
-156
| -7% | -$31.3K | 0.26% | 89 |
|
|
2022
Q1 | $713K | Buy |
2,362
+65
| +3% | +$19.6K | 0.3% | 58 |
|
|
2021
Q4 | $825K | Buy |
2,297
+239
| +12% | +$85.8K | 0.31% | 52 |
|
|
2021
Q3 | $682K | Buy |
2,058
+174
| +9% | +$57.7K | 0.28% | 63 |
|
|
2021
Q2 | $578K | Buy |
1,884
+261
| +16% | +$80.1K | 0.25% | 80 |
|
|
2021
Q1 | $400K | Buy |
1,623
+396
| +32% | +$97.6K | 0.18% | 105 |
|
|
2020
Q4 | $335K | Buy |
+1,227
| New | +$335K | 0.16% | 102 |
|
|
2018
Q1 | – | Sell |
-41,757
| Closed | -$5.08M | – | 94 |
|
|
2017
Q4 | $5.08M | Buy |
+41,757
| New | +$5.08M | 3.71% | 11 |
|