Icon Wealth Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $117K | Buy |
401
+6
| +2% | +$1.75K | 0.01% | 363 |
|
|
2023
Q2 | $135K | Buy |
+395
| New | +$135K | 0.01% | 364 |
|
|
2022
Q2 | $1.66M | Buy |
8,285
+516
| +7% | +$104K | 0.2% | 108 |
|
|
2022
Q1 | $2.34M | Buy |
7,769
+632
| +9% | +$191K | 0.23% | 92 |
|
|
2021
Q4 | $2.56M | Buy |
7,137
+219
| +3% | +$78.7K | 0.26% | 92 |
|
|
2021
Q3 | $2.29M | Buy |
6,918
+264
| +4% | +$87.5K | 0.24% | 97 |
|
|
2021
Q2 | $2.04M | Buy |
6,654
+666
| +11% | +$204K | 0.22% | 99 |
|
|
2021
Q1 | $1.48M | Buy |
5,988
+1,122
| +23% | +$276K | 0.18% | 114 |
|
|
2020
Q4 | $1.33M | Buy |
4,866
+981
| +25% | +$268K | 0.21% | 95 |
|
|
2020
Q3 | $919K | Buy |
+3,885
| New | +$919K | 0.18% | 103 |
|
|
2019
Q2 | – | Sell |
-138
| Closed | -$26K | – | 470 |
|
|
2019
Q1 | $26K | Buy |
+138
| New | +$26K | 0.01% | 494 |
|
|
2018
Q3 | – | Sell |
-165
| Closed | -$26K | – | 497 |
|
|
2018
Q2 | $26K | Buy |
+165
| New | +$26K | 0.01% | 528 |
|
|
2018
Q1 | – | Sell |
-204
| Closed | -$25K | – | 496 |
|
|
2017
Q4 | $25K | Buy |
+204
| New | +$25K | 0.01% | 565 |
|