GA
Geller Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.32M | Sell |
2,527
-1
| -0% | -$522 | 0.09% | 55 |
|
|
2024
Q3 | $1.24M | Sell |
2,528
-1,046
| -29% | -$514K | 0.09% | 62 |
|
|
2024
Q2 | $1.59M | Buy |
3,574
+28
| +0.8% | +$12.5K | 0.12% | 48 |
|
|
2024
Q1 | $1.42M | Buy |
3,546
+65
| +2% | +$25.9K | 0.11% | 48 |
|
|
2023
Q4 | $1.17M | Sell |
3,481
-7
| -0.2% | -$2.36K | 0.11% | 55 |
|
|
2023
Q3 | $1.02M | Sell |
3,488
-116
| -3% | -$33.9K | 0.12% | 54 |
|
|
2023
Q2 | $1.23M | Buy |
3,604
+2,349
| +187% | +$803K | 0.15% | 40 |
|
|
2023
Q1 | $321K | Buy |
1,255
+125
| +11% | +$31.9K | 0.05% | 114 |
|
|
2022
Q4 | $300K | Buy |
1,130
+13
| +1% | +$3.45K | 0.05% | 95 |
|
|
2022
Q3 | $209K | Buy |
+1,117
| New | +$209K | 0.05% | 122 |
|
|
2022
Q2 | – | Sell |
-972
| Closed | -$293K | – | 155 |
|
|
2022
Q1 | $293K | Sell |
972
-40
| -4% | -$12.1K | 0.05% | 111 |
|
|
2021
Q4 | $364K | Buy |
1,012
+675
| +200% | +$243K | 0.07% | 95 |
|
|
2021
Q3 | $335K | Sell |
337
-18
| -5% | -$17.9K | 0.07% | 92 |
|
|
2021
Q2 | $326K | Buy |
355
+6
| +2% | +$5.51K | 0.07% | 84 |
|
|
2021
Q1 | $258K | Buy |
349
+82
| +31% | +$60.6K | 0.06% | 94 |
|
|
2020
Q4 | $258K | Buy |
+267
| New | +$258K | 0.06% | 87 |
|