GW & Wade’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $413K | Hold |
1,223
| – | – | 0.01% | 316 |
|
|
2023
Q3 | $357K | Buy |
1,223
+196
| +19% | +$57.2K | 0.01% | 306 |
|
|
2023
Q2 | $351K | Buy |
1,027
+38
| +4% | +$13K | 0.01% | 301 |
|
|
2023
Q1 | $253K | Sell |
989
-160
| -14% | -$40.9K | 0.01% | 336 |
|
|
2022
Q4 | $305K | Buy |
1,149
+2
| +0.2% | +$531 | 0.01% | 307 |
|
|
2022
Q3 | $215K | Buy |
1,147
+65
| +6% | +$12.2K | 0.01% | 348 |
|
|
2022
Q2 | $217K | Buy |
1,082
+84
| +8% | +$16.8K | 0.01% | 358 |
|
|
2022
Q1 | $301K | Sell |
998
-68
| -6% | -$20.5K | 0.01% | 312 |
|
|
2021
Q4 | $383K | Buy |
1,066
+103
| +11% | +$37K | 0.02% | 279 |
|
|
2021
Q3 | $319K | Buy |
963
+75
| +8% | +$24.8K | 0.02% | 296 |
|
|
2021
Q2 | $272K | Sell |
888
-138
| -13% | -$42.3K | 0.01% | 325 |
|
|
2021
Q1 | $253K | Buy |
1,026
+213
| +26% | +$52.5K | 0.01% | 305 |
|
|
2020
Q4 | $222K | Buy |
+813
| New | +$222K | 0.01% | 285 |
|