Essex Investment 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
Q3 | – | Sell |
-4,950
| Closed | -$994K | – | 423 |
|
2022
Q2 | $994K | Hold |
4,950
| – | – | 0.16% | 195 |
|
2022
Q1 | $1.49M | Buy |
4,950
+3
| +0.1% | +$905 | 0.19% | 174 |
|
2021
Q4 | $1.78M | Sell |
4,947
-615
| -11% | -$221K | 0.2% | 156 |
|
2021
Q3 | $1.84M | Sell |
5,562
-39
| -0.7% | -$12.9K | 0.23% | 153 |
|
2021
Q2 | $1.72M | Sell |
5,601
-192
| -3% | -$58.9K | 0.2% | 172 |
|
2021
Q1 | $1.43M | Sell |
5,793
-240
| -4% | -$59.1K | 0.17% | 189 |
|
2020
Q4 | $1.65M | Sell |
6,033
-414
| -6% | -$113K | 0.2% | 158 |
|
2020
Q3 | $1.53M | Buy |
+6,447
| New | +$1.53M | 0.22% | 151 |
|
2016
Q4 | – | Sell |
-6,588
| Closed | -$531K | – | 360 |
|
2016
Q3 | $531K | Hold |
6,588
| – | – | 0.09% | 243 |
|
2016
Q2 | $484K | Hold |
6,588
| – | – | 0.08% | 239 |
|
2016
Q1 | $440K | Buy |
+6,588
| New | +$440K | 0.08% | 243 |
|