Kelly Financial Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67
| Closed | -$29.8K | – | 425 |
|
|
2024
Q2 | $29.8K | Hold |
67
| – | – | 0.01% | 281 |
|
|
2024
Q1 | $26.7K | Buy |
+67
| New | +$26.7K | 0.01% | 289 |
|
|
2023
Q1 | – | Sell |
-5
| Closed | -$1.33K | – | 719 |
|
|
2022
Q4 | $1.33K | Hold |
5
| – | – | ﹤0.01% | 541 |
|
|
2022
Q3 | $937 | Hold |
5
| – | – | ﹤0.01% | 574 |
|
|
2022
Q2 | $1K | Hold |
5
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $1.51K | Hold |
5
| – | – | ﹤0.01% | 549 |
|
|
2021
Q4 | $1.8K | Sell |
5
-10
| -67% | -$3.59K | ﹤0.01% | 549 |
|
|
2021
Q3 | $4.97K | Sell |
15
-13,779
| -100% | -$4.57M | ﹤0.01% | 416 |
|
|
2021
Q2 | $5K | Buy |
13,794
+13,779
| +91,860% | +$5K | ﹤0.01% | 615 |
|
|
2021
Q1 | $3.7K | Hold |
15
| – | – | ﹤0.01% | 442 |
|
|
2020
Q4 | $4.09K | Buy |
15
+6
| +67% | +$1.64K | ﹤0.01% | 389 |
|
|
2020
Q3 | $2.13K | Hold |
9
| – | – | ﹤0.01% | 429 |
|
|
2020
Q2 | $1.71K | Hold |
9
| – | – | ﹤0.01% | 449 |
|
|
2020
Q1 | $1.49K | Buy |
+9
| New | +$1.49K | ﹤0.01% | 417 |
|