Edge Capital Group’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $399K | Buy |
765
+65
| +9% | +$33.9K | 0.02% | 231 |
|
|
2024
Q3 | $344K | Sell |
700
-44
| -6% | -$21.6K | 0.02% | 251 |
|
|
2024
Q2 | $331K | Buy |
744
+44
| +6% | +$19.6K | 0.02% | 252 |
|
|
2024
Q1 | $279K | Hold |
700
| – | – | 0.01% | 270 |
|
|
2023
Q4 | $236K | Sell |
700
-149
| -18% | -$50.3K | 0.01% | 280 |
|
|
2023
Q3 | $248K | Sell |
849
-37
| -4% | -$10.8K | 0.02% | 255 |
|
|
2023
Q2 | $303K | Sell |
886
-14
| -2% | -$4.79K | 0.02% | 260 |
|
|
2023
Q1 | $230K | Sell |
900
-1,602
| -64% | -$409K | 0.01% | 286 |
|
|
2022
Q4 | $664K | Buy |
2,502
+1,589
| +174% | +$422K | 0.05% | 168 |
|
|
2022
Q3 | $171K | Buy |
913
+27
| +3% | +$5.06K | 0.01% | 282 |
|
|
2022
Q2 | $178K | Sell |
886
-32
| -3% | -$6.43K | 0.02% | 277 |
|
|
2022
Q1 | $277K | Buy |
918
+164
| +22% | +$49.5K | 0.02% | 257 |
|
|
2021
Q4 | $271K | Buy |
+754
| New | +$271K | 0.02% | 243 |
|