Kades & Cheifetz’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
$343K Hold
657
0.18% 83
2024
Q3
$323K Sell
657
-3
-0.5% -$1.47K 0.18% 76
2024
Q2
$294K Sell
660
-9
-1% -$4K 0.18% 77
2024
Q1
$267K Sell
669
-12
-2% -$4.79K 0.17% 78
2023
Q4
$230K Buy
+681
New +$230K 0.16% 77