Kings Point Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $110K | Sell |
366
-2
| -0.5% | -$601 | 0.01% | 256 |
|
|
2021
Q4 | $132K | Buy |
368
+2
| +0.5% | +$717 | 0.01% | 256 |
|
|
2021
Q3 | $121K | Sell |
366
-9
| -2% | -$2.98K | 0.01% | 245 |
|
|
2021
Q2 | $115K | Buy |
375
+9
| +2% | +$2.76K | 0.01% | 250 |
|
|
2021
Q1 | $90K | Buy |
366
+3
| +0.8% | +$738 | 0.01% | 261 |
|
|
2020
Q4 | $99K | Sell |
363
-30
| -8% | -$8.18K | 0.01% | 251 |
|
|
2020
Q3 | $93K | Buy |
393
+30
| +8% | +$7.1K | 0.01% | 242 |
|
|
2020
Q2 | $69K | Hold |
363
| – | – | 0.01% | 248 |
|
|
2020
Q1 | $60K | Hold |
363
| – | – | 0.01% | 259 |
|
|
2019
Q4 | $72K | Hold |
363
| – | – | 0.01% | 267 |
|
|
2019
Q3 | $65K | Hold |
363
| – | – | 0.01% | 260 |
|
|
2019
Q2 | $63K | Buy |
363
+57
| +19% | +$9.89K | 0.01% | 235 |
|
|
2019
Q1 | $58K | Hold |
306
| – | – | 0.01% | 219 |
|
|
2018
Q4 | $49K | Hold |
306
| – | – | 0.01% | 222 |
|
|
2018
Q3 | $59K | Hold |
306
| – | – | 0.01% | 223 |
|
|
2018
Q2 | $49K | Hold |
306
| – | – | 0.01% | 238 |
|
|
2018
Q1 | $42K | Hold |
306
| – | – | 0.01% | 252 |
|
|
2017
Q4 | $37K | Hold |
306
| – | – | 0.01% | 259 |
|
|
2017
Q3 | $36K | Hold |
306
| – | – | 0.01% | 245 |
|
|
2017
Q2 | $32K | Buy |
306
+144
| +89% | +$15.1K | 0.01% | 252 |
|
|
2017
Q1 | $14K | Hold |
162
| – | – | ﹤0.01% | 324 |
|
|
2016
Q4 | $11K | Hold |
162
| – | – | ﹤0.01% | 299 |
|
|
2016
Q3 | $13K | Buy |
+162
| New | +$13K | ﹤0.01% | 285 |
|