Gofen & Glossberg’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
Q4 | $8.69M | Buy |
32,749
+1,710
| +6% | +$417K | 0.22% | 104 |
|
|
2022
Q3 | $5.82M | Buy |
31,039
+7,995
| +35% | +$1.72M | 0.16% | 122 |
|
|
2022
Q2 | $4.63M | Buy |
23,044
+9,676
| +72% | +$2.27M | 0.12% | 141 |
|
|
2022
Q1 | $4.03M | Buy |
13,368
+2,800
| +26% | +$818K | 0.09% | 155 |
|
|
2021
Q4 | $3.8M | Sell |
10,568
-184
| -2% | -$63.3K | 0.08% | 158 |
|
|
2021
Q3 | $3.56M | Sell |
10,752
-180
| -2% | -$60.4K | 0.08% | 159 |
|
|
2021
Q2 | $3.35M | Sell |
10,932
-225
| -2% | -$63.1K | 0.08% | 159 |
|
|
2021
Q1 | $2.75M | Sell |
11,157
-285
| -2% | -$71.7K | 0.07% | 169 |
|
|
2020
Q4 | $3.12M | Sell |
11,442
-66
| -0.6% | -$16.4K | 0.09% | 149 |
|
|
2020
Q3 | $2.72M | Buy |
11,508
+795
| +7% | +$179K | 0.08% | 145 |
|
|
2020
Q2 | $2.04M | Buy |
10,713
+1,785
| +20% | +$320K | 0.07% | 157 |
|
|
2020
Q1 | $1.47M | Buy |
8,928
+2,115
| +31% | +$387K | 0.06% | 168 |
|
|
2019
Q4 | $1.34M | Sell |
6,813
-72
| -1% | -$13.5K | 0.04% | 191 |
|
|
2019
Q3 | $1.24M | Hold |
6,885
| – | – | 0.04% | 194 |
|
|
2019
Q2 | $1.2M | Buy |
6,885
+990
| +17% | +$170K | 0.04% | 197 |
|
|
2019
Q1 | $1.12M | Hold |
5,895
| – | – | 0.04% | 202 |
|
|
2018
Q4 | $941K | Hold |
5,895
| – | – | 0.04% | 205 |
|
|
2018
Q3 | $1.13M | Buy |
5,895
+45
| +0.8% | +$7.99K | 0.04% | 206 |
|
|
2018
Q2 | $933K | Hold |
5,850
| – | – | 0.03% | 215 |
|
|
2018
Q1 | $805K | Hold |
5,850
| – | – | 0.03% | 227 |
|
|
2017
Q4 | $712K | Buy |
5,850
+207
| +4% | +$25.9K | 0.03% | 243 |
|
|
2017
Q3 | $656K | Hold |
5,643
| – | – | 0.02% | 258 |
|
|
2017
Q2 | $586K | Hold |
5,643
| – | – | 0.02% | 269 |
|
|
2017
Q1 | $481K | Buy |
5,643
+216
| +4% | +$17.1K | 0.02% | 291 |
|
|
2016
Q4 | $382K | Sell |
5,427
-423
| -7% | -$31.1K | 0.02% | 311 |
|
|
2016
Q3 | $471K | Hold |
5,850
| – | – | 0.02% | 283 |
|
|
2016
Q2 | $430K | Sell |
5,850
-36
| -0.6% | -$2.53K | 0.02% | 288 |
|
|
2016
Q1 | $393K | Buy |
5,886
+36
| +0.6% | +$2.23K | 0.02% | 302 |
|
|
2015
Q4 | $355K | Hold |
5,850
| – | – | 0.02% | 318 |
|
|
2015
Q3 | $299K | Hold |
5,850
| – | – | 0.01% | 337 |
|
|
2015
Q2 | $315K | Hold |
5,850
| – | – | 0.01% | 342 |
|
|
2015
Q1 | $328K | Hold |
5,850
| – | – | 0.01% | 335 |
|
|
2014
Q4 | $344K | Hold |
5,850
| – | – | 0.01% | 323 |
|
|
2014
Q3 | $300K | Hold |
5,850
| – | – | 0.01% | 342 |
|
|
2014
Q2 | $268K | Buy |
5,850
+450
| +8% | +$19.9K | 0.01% | 371 |
|
|
2014
Q1 | $267K | Hold |
5,400
| – | – | 0.01% | 360 |
|
|
2013
Q4 | $230K | Hold |
5,400
| – | – | 0.01% | 380 |
|
|
2013
Q3 | $226K | Hold |
5,400
| – | – | 0.01% | 364 |
|
|
2013
Q2 | $304K | Buy |
+5,400
| New | +$297K | 0.02% | 306 |
|
Other funds holding ISRG
Gofen & Glossberg's ISRG Position: Q4 2022 in Review
Gofen & Glossberg increased its Intuitive Surgical (ISRG) stake by 5.5% in Q4 2022, buying an estimated $417K and bringing the position to 32,749 shares worth $8.69M. The position accounts for 0.22% of the portfolio, ranked #104.
Gofen & Glossberg first reported a position in ISRG in Q2 2013 and has held it in 39 quarters since. 1,437 funds tracked by Wall St. Rank hold ISRG as of Q4 2022.
- Gofen & Glossberg held 32,749 shares of Intuitive Surgical worth $8.69M as of Q4 2022.
- Gofen & Glossberg bought 1,710 Intuitive Surgical shares in Q4 2022, an estimated $417K.
- Intuitive Surgical made up 0.22% of Gofen & Glossberg's portfolio in Q4 2022, its #104 holding.
- Gofen & Glossberg first reported a position in Intuitive Surgical in Q2 2013 and has held it in 39 quarters since.
- 1,437 funds tracked by Wall St. Rank held Intuitive Surgical as of Q4 2022.
Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.