Householder Group Estate & Retirement Specialist’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $43K | Sell |
84
-19
| -18% | -$9.73K | 0.03% | 222 |
|
|
2024
Q3 | $50K | Hold |
103
| – | – | 0.01% | 480 |
|
|
2024
Q2 | $45K | Buy |
103
+19
| +23% | +$8.3K | 0.01% | 499 |
|
|
2024
Q1 | $33.5K | Hold |
84
| – | – | 0.01% | 560 |
|
|
2023
Q4 | $28K | Sell |
84
-18
| -18% | -$6K | 0.01% | 566 |
|
|
2023
Q3 | $29.8K | Buy |
+102
| New | +$29.8K | 0.01% | 556 |
|
|
2023
Q1 | $27K | Hold |
105
| – | – | 0.01% | 571 |
|
|
2022
Q4 | $27K | Hold |
105
| – | – | 0.04% | 153 |
|
|
2022
Q3 | $19K | Buy |
+105
| New | +$19K | 0.01% | 583 |
|