Heritage Wealth Management (Arizona)’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $581K | Buy |
2,190
+1,095
| +100% | +$291K | 0.08% | 178 |
|
|
2022
Q3 | $205K | Hold |
1,095
| – | – | 0.07% | 219 |
|
|
2022
Q2 | $220K | Sell |
1,095
-75
| -6% | -$15.1K | 0.07% | 220 |
|
|
2022
Q1 | $353K | Buy |
+1,170
| New | +$353K | 0.1% | 168 |
|
|
2021
Q3 | $393K | Buy |
1,185
+90
| +8% | +$29.8K | 0.14% | 115 |
|
|
2021
Q2 | $336K | Buy |
1,095
+24
| +2% | +$7.36K | 0.13% | 132 |
|
|
2021
Q1 | $264K | Buy |
+1,071
| New | +$264K | 0.15% | 116 |
|