Financial Synergies Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-6
| Closed | -$2.4K | – | 251 |
|
|
2024
Q1 | $2.4K | Hold |
6
| – | – | ﹤0.01% | 305 |
|
|
2023
Q4 | $1.59K | Hold |
6
| – | – | ﹤0.01% | 270 |
|
|
2023
Q3 | $1.75K | Hold |
6
| – | – | ﹤0.01% | 314 |
|
|
2023
Q2 | $2.05K | Hold |
6
| – | – | ﹤0.01% | 293 |
|
|
2023
Q1 | $1.53K | Hold |
6
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $1.59K | Sell |
6
-3
| -33% | -$797 | ﹤0.01% | 270 |
|
|
2022
Q3 | $1.69K | Hold |
9
| – | – | ﹤0.01% | 233 |
|
|
2022
Q2 | $1.81K | Buy |
+9
| New | +$1.81K | ﹤0.01% | 246 |
|