Disciplined Investments’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 |
-9
| Closed | -$3.08K | – | 811 |
|
|
2023
Q2 | $3.08K | Hold |
9
| – | – | ﹤0.01% | 517 |
|
|
2023
Q1 | $2.3K | Hold |
9
| – | – | ﹤0.01% | 613 |
|
|
2022
Q4 | $2.39K | Sell |
9
-78
| -90% | -$20.7K | ﹤0.01% | 567 |
|
|
2022
Q3 | $16K | Buy |
87
+6
| +7% | +$1.1K | 0.01% | 330 |
|
|
2022
Q2 | $16K | Buy |
81
+17
| +27% | +$3.36K | 0.01% | 343 |
|
|
2022
Q1 | $19K | Buy |
64
+8
| +14% | +$2.38K | 0.01% | 332 |
|
|
2021
Q4 | $20K | Buy |
+56
| New | +$20K | 0.01% | 307 |
|
|
2020
Q4 | – | Sell |
-9
| Closed | -$2K | – | 357 |
|
|
2020
Q3 | $2K | Hold |
9
| – | – | ﹤0.01% | 344 |
|
|
2020
Q2 | $2K | Hold |
9
| – | – | ﹤0.01% | 355 |
|
|
2020
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 397 |
|
|
2019
Q4 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 387 |
|