Frontier 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
Q2 | $422K | Sell |
2,102
-15
| -0.7% | -$3.52K | 0.03% | 260 |
|
|
2022
Q1 | $588K | Sell |
2,117
-61
| -3% | -$17.8K | 0.01% | 233 |
|
|
2021
Q4 | $783K | Buy |
2,178
+129
| +6% | +$44.4K | 0.05% | 221 |
|
|
2021
Q3 | $679K | Sell |
2,049
-39
| -2% | -$13.1K | 0.05% | 236 |
|
|
2021
Q2 | $640K | Buy |
2,088
+219
| +12% | +$61.4K | 0.04% | 231 |
|
|
2021
Q1 | $460K | Buy |
1,869
+63
| +3% | +$15.8K | 0.04% | 252 |
|
|
2020
Q4 | $492K | Buy |
1,806
+6
| +0.3% | +$1.49K | 0.04% | 234 |
|
|
2020
Q3 | $426K | Hold |
1,800
| – | – | 0.04% | 241 |
|
|
2020
Q2 | $342K | Hold |
1,800
| – | – | 0.03% | 262 |
|
|
2020
Q1 | $297K | Sell |
1,800
-1,218
| -40% | -$223K | 0.05% | 220 |
|
|
2019
Q4 | $595K | Sell |
3,018
-105
| -3% | -$19.7K | 0.1% | 159 |
|
|
2019
Q3 | $562K | Sell |
3,123
-375
| -11% | -$64.9K | 0.08% | 180 |
|
|
2019
Q2 | $612K | Sell |
3,498
-240
| -6% | -$41.1K | 0.09% | 167 |
|
|
2019
Q1 | $711K | Hold |
3,738
| – | – | 0.1% | 180 |
|
|
2018
Q4 | $597K | Sell |
3,738
-33
| -0.9% | -$5.59K | 0.09% | 181 |
|
|
2018
Q3 | $722K | Buy |
3,771
+1,503
| +66% | +$267K | 0.07% | 178 |
|
|
2018
Q2 | $362K | Hold |
2,268
| – | – | 0.05% | 262 |
|
|
2018
Q1 | $312K | Buy |
+2,268
| New | +$317K | 0.04% | 297 |
|
|
2017
Q4 | – | Sell |
-2,268
| Closed | -$264K | – | 373 |
|
|
2017
Q3 | $264K | Hold |
2,268
| – | – | 0.04% | 316 |
|
|
2017
Q2 | $236K | Buy |
+2,268
| New | +$218K | 0.04% | 338 |
|
|
2015
Q4 | – | Sell |
-4,320
| Closed | -$221K | – | 358 |
|
|
2015
Q3 | $221K | Sell |
4,320
-198
| -4% | -$11.2K | 0.03% | 292 |
|
|
2015
Q2 | $243K | Buy |
4,518
+927
| +26% | +$51.9K | 0.04% | 289 |
|
|
2015
Q1 | $202K | Buy |
+3,591
| New | +$203K | 0.03% | 285 |
|
Other funds holding ISRG
