Family 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,096
| Closed | -$707K | – | 72 |
|
|
2023
Q4 | $707K | Sell |
2,096
-25
| -1% | -$8.43K | 0.5% | 29 |
|
|
2023
Q3 | $620K | Hold |
2,121
| – | – | 0.41% | 31 |
|
|
2023
Q2 | $725K | Buy |
2,121
+186
| +10% | +$63.6K | 0.45% | 32 |
|
|
2023
Q1 | $494K | Sell |
1,935
-25
| -1% | -$6.39K | 0.21% | 36 |
|
|
2022
Q4 | $520K | Buy |
+1,960
| New | +$520K | 0.34% | 36 |
|