Foresight Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2022
Q4
Sell
-2,221
Closed -$416K 53
2022
Q3
$416K Buy
2,221
+154
+7% +$33.1K 0.1% 69
2022
Q2
$415K Buy
2,067
+192
+10% +$45K 0.09% 69
2022
Q1
$566K Hold
1,875
0.1% 68
2021
Q4
$674K Buy
1,875
+3
+0.2% +$1.03K 0.01% 63
2021
Q3
$620K Sell
1,872
-93
-5% -$31.2K 0.12% 60
2021
Q2
$602K Buy
1,965
+6
+0.3% +$1.68K 0.13% 70
2021
Q1
$483K Buy
1,959
+45
+2% +$11.3K 0.12% 74
2020
Q4
$522K Sell
1,914
-438
-19% -$109K 0.14% 62
2020
Q3
$556K Buy
2,352
+219
+10% +$49.2K 0.19% 55
2020
Q2
$405K Buy
2,133
+186
+10% +$33.3K 0.18% 60
2020
Q1
$321K Buy
1,947
+405
+26% +$74.2K 0.22% 60
2019
Q4
$304K Buy
1,542
+66
+4% +$12.4K 0.19% 70
2019
Q3
$266K Buy
1,476
+108
+8% +$18.7K 0.19% 79
2019
Q2
$239K Buy
1,368
+84
+7% +$14.4K 0.18% 85
2019
Q1
$244K Buy
+1,284
New +$228K 0.21% 79

Other funds holding ISRG