Freedman Financial Associates’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-620
Closed -$187K 213
2022
Q1
$187K Hold
620
0.13% 79
2021
Q4
$223K Sell
620
-100
-14% -$36K 0.15% 68
2021
Q3
$239K Sell
720
-72
-9% -$23.9K 0.17% 55
2021
Q2
$243K Buy
+792
New +$243K 0.18% 55