Ladenburg Thalmann 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $7.49M | Buy |
41,586
+99
| +0.2% | +$17.8K | 0.05% | 373 |
|
|
2019
Q3 | $7.46M | Buy |
41,487
+1,614
| +4% | +$290K | 0.05% | 353 |
|
|
2019
Q2 | $6.98M | Buy |
39,873
+7,689
| +24% | +$1.35M | 0.05% | 357 |
|
|
2019
Q1 | $6.12M | Sell |
32,184
-3,054
| -9% | -$580K | 0.05% | 385 |
|
|
2018
Q4 | $5.63M | Buy |
35,238
+3,639
| +12% | +$581K | 0.05% | 344 |
|
|
2018
Q3 | $6.05M | Buy |
31,599
+5,808
| +23% | +$1.11M | 0.05% | 338 |
|
|
2018
Q2 | $3.54M | Hold |
25,791
| – | – | 0.03% | 466 |
|
|
2018
Q1 | $3.54M | Buy |
25,791
+3,804
| +17% | +$522K | 0.03% | 466 |
|
|
2017
Q4 | $2.68M | Buy |
21,987
+5,445
| +33% | +$663K | 0.03% | 556 |
|
|
2017
Q3 | $1.92M | Buy |
16,542
+1,620
| +11% | +$188K | 0.02% | 643 |
|
|
2017
Q2 | $1.55M | Buy |
14,922
+1,548
| +12% | +$161K | 0.02% | 700 |
|
|
2017
Q1 | $1.14M | Buy |
13,374
+3,186
| +31% | +$272K | 0.01% | 827 |
|
|
2016
Q4 | $720K | Buy |
10,188
+1,764
| +21% | +$125K | 0.01% | 1038 |
|
|
2016
Q3 | $677K | Buy |
8,424
+450
| +6% | +$36.2K | 0.01% | 1015 |
|
|
2016
Q2 | $587K | Buy |
7,974
+2,016
| +34% | +$148K | 0.01% | 1037 |
|
|
2016
Q1 | $399K | Sell |
5,958
-423
| -7% | -$28.3K | 0.01% | 1176 |
|
|
2015
Q4 | $387K | Sell |
6,381
-7,146
| -53% | -$433K | 0.01% | 1162 |
|
|
2015
Q3 | $690K | Sell |
13,527
-351
| -3% | -$17.9K | 0.01% | 812 |
|
|
2015
Q2 | $746K | Buy |
13,878
+3,762
| +37% | +$202K | 0.01% | 854 |
|
|
2015
Q1 | $569K | Buy |
10,116
+1,332
| +15% | +$74.9K | 0.01% | 970 |
|
|
2014
Q4 | $514K | Buy |
8,784
+2,277
| +35% | +$133K | 0.01% | 909 |
|
|
2014
Q3 | $334K | Sell |
6,507
-1,575
| -19% | -$80.8K | 0.01% | 972 |
|
|
2014
Q2 | $370K | Sell |
8,082
-63
| -0.8% | -$2.88K | 0.01% | 896 |
|
|
2014
Q1 | $396K | Sell |
8,145
-567
| -7% | -$27.6K | 0.01% | 820 |
|
|
2013
Q4 | $370K | Sell |
8,712
-1,044
| -11% | -$44.3K | 0.01% | 811 |
|
|
2013
Q3 | $410K | Sell |
9,756
-3,735
| -28% | -$157K | 0.01% | 731 |
|
|
2013
Q2 | $751K | Buy |
+13,491
| New | +$751K | 0.03% | 488 |
|