High Pines Wealth Management’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 | $379K | Buy |
1,122
+17
| +2% | +$5.74K | 0.58% | 25 |
|
|
2023
Q3 | $323K | Sell |
1,105
-32
| -3% | -$9.36K | 0.53% | 25 |
|
|
2023
Q2 | $389K | Hold |
1,137
| – | – | 0.59% | 21 |
|
|
2023
Q1 | $290K | Buy |
1,137
+6
| +0.5% | +$1.53K | 0.48% | 27 |
|
|
2022
Q4 | $300K | Buy |
1,131
+1
| +0.1% | +$265 | 0.53% | 24 |
|
|
2022
Q3 | $212K | Buy |
+1,130
| New | +$212K | 0.4% | 32 |
|
|
2022
Q2 | – | Sell |
-10,649
| Closed | -$3.21M | – | 33 |
|
|
2022
Q1 | $3.21M | Buy |
10,649
+2,599
| +32% | +$784K | 2.36% | 19 |
|
|
2021
Q4 | $2.89M | Sell |
8,050
-278
| -3% | -$99.9K | 2.02% | 23 |
|
|
2021
Q3 | $2.76M | Buy |
8,328
+2,076
| +33% | +$688K | 1.89% | 24 |
|
|
2021
Q2 | $1.92M | Buy |
6,252
+387
| +7% | +$119K | 1.45% | 26 |
|
|
2021
Q1 | $1.45M | Buy |
5,865
+48
| +0.8% | +$11.8K | 1.28% | 28 |
|
|
2020
Q4 | $1.59M | Buy |
+5,817
| New | +$1.59M | 1.47% | 26 |
|