High Net Worth Advisory Group’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-72
| Closed | -$19.1K | – | 381 |
|
|
2022
Q4 | $19.1K | Hold |
72
| – | – | 0.01% | 443 |
|
|
2022
Q3 | $13K | Hold |
72
| – | – | 0.01% | 502 |
|
|
2022
Q2 | $14K | Hold |
72
| – | – | 0.01% | 494 |
|
|
2022
Q1 | $22K | Hold |
72
| – | – | 0.01% | 442 |
|
|
2021
Q4 | $26K | Buy |
+72
| New | +$26K | 0.01% | 426 |
|