Gamble Jones Investment Counsel’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 | $316K | Hold |
1,190
| – | – | 0.02% | 168 |
|
2022
Q3 | $223K | Hold |
1,190
| – | – | 0.02% | 180 |
|
2022
Q2 | $239K | Hold |
1,190
| – | – | 0.02% | 183 |
|
2022
Q1 | $359K | Buy |
1,190
+50
| +4% | +$15.1K | 0.02% | 171 |
|
2021
Q4 | $410K | Hold |
1,140
| – | – | 0.02% | 172 |
|
2021
Q3 | $378K | Hold |
1,140
| – | – | 0.02% | 168 |
|
2021
Q2 | $349K | Buy |
1,140
+60
| +6% | +$18.4K | 0.02% | 178 |
|
2021
Q1 | $266K | Hold |
1,080
| – | – | 0.02% | 192 |
|
2020
Q4 | $295K | Hold |
1,080
| – | – | 0.02% | 181 |
|
2020
Q3 | $255K | Hold |
1,080
| – | – | 0.02% | 185 |
|
2020
Q2 | $205K | Buy |
+1,080
| New | +$205K | 0.02% | 190 |
|
2018
Q3 | – | Sell |
-1,800
| Closed | -$287K | – | 226 |
|
2018
Q2 | $287K | Hold |
1,800
| – | – | 0.03% | 184 |
|
2018
Q1 | $248K | Hold |
1,800
| – | – | 0.02% | 197 |
|
2017
Q4 | $219K | Hold |
1,800
| – | – | 0.02% | 208 |
|
2017
Q3 | $209K | Buy |
+1,800
| New | +$209K | 0.02% | 204 |
|