Girard Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.5M | Sell |
7,868
-52
| -0.7% | -$23.1K | 0.33% | 65 |
|
|
2024
Q1 | $3.16M | Sell |
7,920
-295
| -4% | -$118K | 0.3% | 72 |
|
|
2023
Q4 | $2.77M | Sell |
8,215
-147
| -2% | -$49.6K | 0.28% | 75 |
|
|
2023
Q3 | $2.44M | Buy |
8,362
+426
| +5% | +$125K | 0.28% | 76 |
|
|
2023
Q2 | $2.71M | Buy |
7,936
+980
| +14% | +$335K | 0.29% | 75 |
|
|
2023
Q1 | $1.78M | Buy |
6,956
+439
| +7% | +$112K | 0.2% | 100 |
|
|
2022
Q4 | $1.73M | Buy |
6,517
+665
| +11% | +$176K | 0.2% | 111 |
|
|
2022
Q3 | $1.1M | Buy |
+5,852
| New | +$1.1M | 0.15% | 119 |
|
|
2019
Q2 | – | Sell |
-1,266
| Closed | -$240K | – | 237 |
|
|
2019
Q1 | $240K | Hold |
1,266
| – | – | 0.04% | 220 |
|
|
2018
Q4 | $202K | Hold |
1,266
| – | – | 0.04% | 229 |
|
|
2018
Q3 | $242K | Buy |
1,266
+15
| +1% | +$2.87K | 0.04% | 223 |
|
|
2018
Q2 | $200K | Buy |
+1,251
| New | +$200K | 0.04% | 253 |
|