Independent Family Office’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-3,348
| Closed | -$825K | – | 63 |
|
|
2021
Q1 | $825K | Hold |
3,348
| – | – | 0.32% | 27 |
|
|
2020
Q4 | $913K | Hold |
3,348
| – | – | 0.38% | 25 |
|
|
2020
Q3 | $792K | Hold |
3,348
| – | – | 0.38% | 25 |
|
|
2020
Q2 | $636K | Hold |
3,348
| – | – | 0.33% | 28 |
|
|
2020
Q1 | $553K | Buy |
+3,348
| New | +$553K | 0.34% | 28 |
|