GA
Geneva Advisors’s Intuitive Surgical ISRG Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2017
Q2 | $54.7M | Buy |
58,426
+1,973
| +3% | +$1.85M | 0.94% | 35 |
|
2017
Q1 | $43.3M | Sell |
56,453
-3,523
| -6% | -$2.7M | 0.77% | 42 |
|
2016
Q4 | $38M | Sell |
59,976
-6,098
| -9% | -$3.87M | 0.74% | 46 |
|
2016
Q3 | $47.9M | Buy |
66,074
+16,642
| +34% | +$12.1M | 0.9% | 39 |
|
2016
Q2 | $32.7M | Buy |
49,432
+48,479
| +5,087% | +$32.1M | 0.65% | 56 |
|
2016
Q1 | $573K | Buy |
953
+10
| +1% | +$6.01K | 0.01% | 404 |
|
2015
Q4 | $515K | Hold |
943
| – | – | 0.01% | 412 |
|
2015
Q3 | $433K | Sell |
943
-120
| -11% | -$55.1K | 0.01% | 416 |
|
2015
Q2 | $515K | Sell |
1,063
-95
| -8% | -$46K | 0.01% | 422 |
|
2015
Q1 | $585K | Sell |
1,158
-2,475
| -68% | -$1.25M | 0.01% | 385 |
|
2014
Q4 | $1.92M | Buy |
3,633
+2,429
| +202% | +$1.29M | 0.04% | 205 |
|
2014
Q3 | $556K | Sell |
1,204
-128
| -10% | -$59.1K | 0.01% | 401 |
|
2014
Q2 | $549K | Buy |
1,332
+30
| +2% | +$12.4K | 0.01% | 419 |
|
2014
Q1 | $570K | Sell |
1,302
-125
| -9% | -$54.7K | 0.01% | 363 |
|
2013
Q4 | $548K | Sell |
1,427
-149
| -9% | -$57.2K | 0.01% | 320 |
|
2013
Q3 | $593K | Sell |
1,576
-98,142
| -98% | -$36.9M | 0.01% | 313 |
|
2013
Q2 | $50.5M | Buy |
+99,718
| New | +$50.5M | 1.17% | 33 |
|