ICA Group 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $17.8K | Sell |
40
-5
| -11% | -$2.22K | 0.01% | 375 |
|
|
2024
Q1 | $18K | Buy |
45
+30
| +200% | +$12K | ﹤0.01% | 776 |
|
|
2023
Q4 | $5.06K | Buy |
+15
| New | +$5.06K | ﹤0.01% | 1024 |
|
|
2023
Q3 | – | Sell |
-12
| Closed | -$4.1K | – | 701 |
|
|
2023
Q2 | $4.1K | Sell |
12
-3,276
| -100% | -$1.12M | ﹤0.01% | 1018 |
|
|
2023
Q1 | $840K | Sell |
3,288
-51
| -2% | -$13K | 0.2% | 108 |
|
|
2022
Q4 | $886K | Sell |
3,339
-1,669
| -33% | -$443K | 0.21% | 111 |
|
|
2022
Q3 | $939K | Buy |
5,008
+5
| +0.1% | +$938 | 0.2% | 117 |
|
|
2022
Q2 | $1.13M | Sell |
5,003
-184
| -4% | -$41.4K | 0.21% | 110 |
|
|
2022
Q1 | $1.12M | Buy |
+5,187
| New | +$1.12M | 0.21% | 112 |
|