Laurel Wealth Advisors (California)’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $391K | Sell |
1,474
-2
| -0.1% | -$531 | 0.04% | 425 |
|
|
2022
Q3 | $277K | Sell |
1,476
-1,912
| -56% | -$359K | 0.03% | 504 |
|
|
2022
Q2 | $680K | Sell |
3,388
-450
| -12% | -$90.3K | 0.07% | 286 |
|
|
2022
Q1 | $1.16M | Sell |
3,838
-55
| -1% | -$16.6K | 0.1% | 221 |
|
|
2021
Q4 | $1.4M | Buy |
3,893
+2,888
| +287% | +$1.04M | 0.11% | 187 |
|
|
2021
Q3 | $333K | Sell |
1,005
-153
| -13% | -$50.7K | 0.06% | 313 |
|
|
2021
Q2 | $355K | Buy |
1,158
+120
| +12% | +$36.8K | 0.05% | 359 |
|
|
2021
Q1 | $256K | Sell |
1,038
-18
| -2% | -$4.44K | 0.04% | 386 |
|
|
2020
Q4 | $288K | Buy |
1,056
+36
| +4% | +$9.82K | 0.04% | 346 |
|
|
2020
Q3 | $241K | Buy |
+1,020
| New | +$241K | 0.04% | 346 |
|
|
2018
Q4 | – | Sell |
-1,845
| Closed | -$353K | – | 368 |
|
|
2018
Q3 | $353K | Sell |
1,845
-12
| -0.6% | -$2.3K | 0.09% | 238 |
|
|
2018
Q2 | $296K | Sell |
1,857
-144
| -7% | -$23K | 0.08% | 258 |
|
|
2018
Q1 | $275K | Buy |
+2,001
| New | +$275K | 0.09% | 262 |
|