Donaldson Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-689
| Closed | -$208K | – | 237 |
|
|
2022
Q1 | $208K | Sell |
689
-603
| -47% | -$182K | 0.01% | 247 |
|
|
2021
Q4 | $464K | Sell |
1,292
-127
| -9% | -$45.6K | 0.02% | 192 |
|
|
2021
Q3 | $470K | Sell |
1,419
-1,869
| -57% | -$619K | 0.02% | 175 |
|
|
2021
Q2 | $1.01M | Buy |
3,288
+12
| +0.4% | +$3.68K | 0.05% | 109 |
|
|
2021
Q1 | $807K | Sell |
3,276
-456
| -12% | -$112K | 0.04% | 118 |
|
|
2020
Q4 | $1.02M | Buy |
3,732
+390
| +12% | +$106K | 0.06% | 101 |
|
|
2020
Q3 | $791K | Buy |
+3,342
| New | +$791K | 0.05% | 103 |
|