Edgestream Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-3,971
| Closed | -$1.34M | – | 915 |
|
2023
Q4 | $1.34M | Buy |
+3,971
| New | +$1.34M | 0.1% | 356 |
|
2018
Q1 | – | Sell |
-2,154
| Closed | -$262K | – | 255 |
|
2017
Q4 | $262K | Sell |
2,154
-8,088
| -79% | -$984K | 0.31% | 74 |
|
2017
Q3 | $1.19M | Buy |
10,242
+5,715
| +126% | +$664K | 0.63% | 36 |
|
2017
Q2 | $470K | Buy |
+4,527
| New | +$470K | 0.18% | 86 |
|