FinTrust Capital 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
Q3 | $16.2K | Sell |
33
-2
| -6% | -$983 | ﹤0.01% | 844 |
|
|
2024
Q2 | $15.6K | Buy |
35
+12
| +52% | +$5.34K | ﹤0.01% | 800 |
|
|
2024
Q1 | $9.18K | Hold |
23
| – | – | ﹤0.01% | 856 |
|
|
2023
Q4 | $7.76K | Buy |
23
+11
| +92% | +$3.71K | ﹤0.01% | 852 |
|
|
2023
Q3 | $3.51K | Hold |
12
| – | – | ﹤0.01% | 936 |
|
|
2023
Q2 | $3.19K | Hold |
12
| – | – | ﹤0.01% | 932 |
|
|
2023
Q1 | $3.19K | Hold |
12
| – | – | ﹤0.01% | 927 |
|
|
2022
Q4 | $3.18K | Hold |
12
| – | – | ﹤0.01% | 930 |
|
|
2022
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 1120 |
|
|
2022
Q2 | $3K | Buy |
+12
| New | +$3K | ﹤0.01% | 1097 |
|
|
2022
Q1 | – | Sell |
-54
| Closed | -$19K | – | 1250 |
|
|
2021
Q4 | $19K | Sell |
54
-126
| -70% | -$44.3K | ﹤0.01% | 748 |
|
|
2021
Q3 | $60K | Buy |
180
+72
| +67% | +$24K | 0.02% | 513 |
|
|
2021
Q2 | $33K | Buy |
108
+48
| +80% | +$14.7K | 0.01% | 624 |
|
|
2021
Q1 | $15K | Hold |
60
| – | – | ﹤0.01% | 776 |
|
|
2020
Q4 | $16K | Sell |
60
-981
| -94% | -$262K | 0.01% | 712 |
|
|
2020
Q3 | $245 | Buy |
1,041
+981
| +1,635% | +$231 | 0.05% | 190 |
|
|
2020
Q2 | $11K | Buy |
60
+15
| +33% | +$2.75K | ﹤0.01% | 706 |
|
|
2020
Q1 | $7K | Hold |
45
| – | – | ﹤0.01% | 806 |
|
|
2019
Q4 | $9K | Buy |
45
+6
| +15% | +$1.2K | ﹤0.01% | 755 |
|
|
2019
Q3 | $7K | Hold |
39
| – | – | ﹤0.01% | 795 |
|
|
2019
Q2 | $7K | Sell |
39
-72
| -65% | -$12.9K | ﹤0.01% | 772 |
|
|
2019
Q1 | $21K | Sell |
111
-18
| -14% | -$3.41K | 0.01% | 592 |
|
|
2018
Q4 | $20K | Buy |
+129
| New | +$20K | 0.01% | 588 |
|