Laidlaw Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-1,183
| Closed | -$399K | – | 203 |
|
|
2023
Q4 | $399K | Buy |
1,183
+98
| +9% | +$33.1K | 0.15% | 149 |
|
|
2023
Q3 | $317K | Sell |
1,085
-126
| -10% | -$36.8K | 0.1% | 193 |
|
|
2023
Q2 | $414K | Sell |
1,211
-31
| -2% | -$10.6K | 0.08% | 220 |
|
|
2023
Q1 | $317K | Hold |
1,242
| – | – | 0.06% | 256 |
|
|
2022
Q4 | $330K | Hold |
1,242
| – | – | 0.07% | 254 |
|
|
2022
Q3 | $233K | Buy |
1,242
+22
| +2% | +$4.13K | 0.05% | 275 |
|
|
2022
Q2 | $245K | Sell |
1,220
-86
| -7% | -$17.3K | 0.05% | 306 |
|
|
2022
Q1 | $394K | Sell |
1,306
-123
| -9% | -$37.1K | 0.07% | 256 |
|
|
2021
Q4 | $513K | Sell |
1,429
-17
| -1% | -$6.1K | 0.08% | 218 |
|
|
2021
Q3 | $479K | Sell |
1,446
-108
| -7% | -$35.8K | 0.12% | 154 |
|
|
2021
Q2 | $476K | Buy |
1,554
+9
| +0.6% | +$2.76K | 0.12% | 154 |
|
|
2021
Q1 | $381K | Buy |
1,545
+210
| +16% | +$51.8K | 0.13% | 146 |
|
|
2020
Q4 | $364K | Sell |
1,335
-129
| -9% | -$35.2K | 0.08% | 233 |
|
|
2020
Q3 | $346K | Sell |
1,464
-30
| -2% | -$7.09K | 0.15% | 137 |
|
|
2020
Q2 | $284K | Hold |
1,494
| – | – | 0.15% | 136 |
|
|
2020
Q1 | $247K | Buy |
1,494
+273
| +22% | +$45.1K | 0.16% | 129 |
|
|
2019
Q4 | $241K | Buy |
+1,221
| New | +$241K | 0.15% | 144 |
|