GI
Gradient Investments’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-36
| Closed | -$16K | – | 815 |
|
|
2024
Q2 | $16K | Buy |
36
+19
| +112% | +$8.44K | ﹤0.01% | 675 |
|
|
2024
Q1 | $6.79K | Sell |
17
-85
| -83% | -$33.9K | ﹤0.01% | 685 |
|
|
2023
Q4 | $34.4K | Hold |
102
| – | – | ﹤0.01% | 612 |
|
|
2023
Q3 | $29.8K | Hold |
102
| – | – | ﹤0.01% | 602 |
|
|
2023
Q2 | $34.9K | Buy |
102
+25
| +32% | +$8.55K | ﹤0.01% | 579 |
|
|
2023
Q1 | $19.7K | Hold |
77
| – | – | ﹤0.01% | 679 |
|
|
2022
Q4 | $20.4K | Sell |
77
-9
| -10% | -$2.39K | ﹤0.01% | 683 |
|
|
2022
Q3 | $16K | Hold |
86
| – | – | ﹤0.01% | 703 |
|
|
2022
Q2 | $17K | Buy |
86
+5
| +6% | +$988 | ﹤0.01% | 675 |
|
|
2022
Q1 | $24K | Sell |
81
-36
| -31% | -$10.7K | ﹤0.01% | 610 |
|
|
2021
Q4 | $42K | Buy |
117
+36
| +44% | +$12.9K | ﹤0.01% | 506 |
|
|
2021
Q3 | $27K | Buy |
81
+12
| +17% | +$4K | ﹤0.01% | 589 |
|
|
2021
Q2 | $21K | Hold |
69
| – | – | ﹤0.01% | 629 |
|
|
2021
Q1 | $17K | Hold |
69
| – | – | ﹤0.01% | 646 |
|
|
2020
Q4 | $16K | Hold |
69
| – | – | ﹤0.01% | 611 |
|
|
2020
Q3 | $16K | Hold |
69
| – | – | ﹤0.01% | 616 |
|
|
2020
Q2 | $13K | Sell |
69
-15
| -18% | -$2.83K | ﹤0.01% | 601 |
|
|
2020
Q1 | $14K | Buy |
84
+15
| +22% | +$2.5K | ﹤0.01% | 587 |
|
|
2019
Q4 | $14K | Sell |
69
-228
| -77% | -$46.3K | ﹤0.01% | 628 |
|
|
2019
Q3 | $53K | Buy |
297
+240
| +421% | +$42.8K | ﹤0.01% | 380 |
|
|
2019
Q2 | $10K | Buy |
+57
| New | +$10K | ﹤0.01% | 648 |
|
|
2019
Q1 | – | Sell |
-225
| Closed | -$36K | – | 925 |
|
|
2018
Q4 | $36K | Hold |
225
| – | – | ﹤0.01% | 382 |
|
|
2018
Q3 | $43K | Buy |
+225
| New | +$43K | ﹤0.01% | 379 |
|
|
2013
Q4 | – | Sell |
-9
| Closed | – | – | 613 |
|
|
2013
Q3 | $0 | Hold |
9
| – | – | ﹤0.01% | 551 |
|
|
2013
Q2 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 417 |
|