FWM
Frontier Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $422K | Sell |
2,102
-15
| -0.7% | -$3.01K | 0.03% | 260 |
|
|
2022
Q1 | $588K | Sell |
2,117
-61
| -3% | -$16.9K | 0.01% | 233 |
|
|
2021
Q4 | $783K | Buy |
2,178
+1,495
| +219% | +$537K | 0.05% | 221 |
|
|
2021
Q3 | $679K | Sell |
683
-13
| -2% | -$12.9K | 0.05% | 236 |
|
|
2021
Q2 | $640K | Buy |
696
+73
| +12% | +$67.1K | 0.04% | 231 |
|
|
2021
Q1 | $460K | Buy |
623
+21
| +3% | +$15.5K | 0.04% | 252 |
|
|
2020
Q4 | $492K | Buy |
602
+2
| +0.3% | +$1.64K | 0.04% | 234 |
|
|
2020
Q3 | $426K | Hold |
600
| – | – | 0.04% | 241 |
|
|
2020
Q2 | $342K | Hold |
600
| – | – | 0.03% | 262 |
|
|
2020
Q1 | $297K | Sell |
600
-406
| -40% | -$201K | 0.05% | 220 |
|
|
2019
Q4 | $595K | Sell |
1,006
-35
| -3% | -$20.7K | 0.1% | 159 |
|
|
2019
Q3 | $562K | Sell |
1,041
-125
| -11% | -$67.5K | 0.08% | 180 |
|
|
2019
Q2 | $612K | Sell |
1,166
-80
| -6% | -$42K | 0.09% | 167 |
|
|
2019
Q1 | $711K | Hold |
1,246
| – | – | 0.1% | 180 |
|
|
2018
Q4 | $597K | Sell |
1,246
-11
| -0.9% | -$5.27K | 0.09% | 181 |
|
|
2018
Q3 | $722K | Buy |
1,257
+501
| +66% | +$288K | 0.07% | 178 |
|
|
2018
Q2 | $362K | Hold |
756
| – | – | 0.05% | 262 |
|
|
2018
Q1 | $312K | Buy |
+756
| New | +$312K | 0.04% | 297 |
|
|
2017
Q4 | – | Sell |
-252
| Closed | -$264K | – | 373 |
|
|
2017
Q3 | $264K | Hold |
252
| – | – | 0.04% | 316 |
|
|
2017
Q2 | $236K | Buy |
+252
| New | +$236K | 0.04% | 338 |
|
|
2015
Q4 | – | Sell |
-480
| Closed | -$221K | – | 358 |
|
|
2015
Q3 | $221K | Sell |
480
-22
| -4% | -$10.1K | 0.03% | 292 |
|
|
2015
Q2 | $243K | Buy |
502
+103
| +26% | +$49.9K | 0.04% | 289 |
|
|
2015
Q1 | $202K | Buy |
+399
| New | +$202K | 0.03% | 285 |
|