Foresight Wealth 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
Q4 | – | Sell |
-2,221
| Closed | -$416K | – | 51 |
|
|
2022
Q3 | $416K | Buy |
2,221
+154
| +7% | +$28.8K | 0.1% | 66 |
|
|
2022
Q2 | $415K | Buy |
2,067
+192
| +10% | +$38.5K | 0.09% | 66 |
|
|
2022
Q1 | $566K | Hold |
1,875
| – | – | 0.1% | 66 |
|
|
2021
Q4 | $674K | Buy |
1,875
+3
| +0.2% | +$1.08K | 0.01% | 56 |
|
|
2021
Q3 | $620K | Sell |
1,872
-93
| -5% | -$30.8K | 0.12% | 58 |
|
|
2021
Q2 | $602K | Buy |
1,965
+6
| +0.3% | +$1.84K | 0.13% | 68 |
|
|
2021
Q1 | $483K | Buy |
1,959
+45
| +2% | +$11.1K | 0.12% | 72 |
|
|
2020
Q4 | $522K | Sell |
1,914
-438
| -19% | -$119K | 0.14% | 60 |
|
|
2020
Q3 | $556K | Buy |
2,352
+219
| +10% | +$51.8K | 0.19% | 51 |
|
|
2020
Q2 | $405K | Buy |
2,133
+186
| +10% | +$35.3K | 0.18% | 57 |
|
|
2020
Q1 | $321K | Buy |
1,947
+405
| +26% | +$66.8K | 0.22% | 57 |
|
|
2019
Q4 | $304K | Buy |
1,542
+66
| +4% | +$13K | 0.19% | 67 |
|
|
2019
Q3 | $266K | Buy |
1,476
+108
| +8% | +$19.5K | 0.19% | 77 |
|
|
2019
Q2 | $239K | Buy |
1,368
+84
| +7% | +$14.7K | 0.18% | 83 |
|
|
2019
Q1 | $244K | Buy |
+1,284
| New | +$244K | 0.21% | 77 |
|