Lee Financial’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 |
-38
| Closed | -$12.8K | – | 496 |
|
|
2023
Q4 | $12.8K | Hold |
38
| – | – | ﹤0.01% | 387 |
|
|
2023
Q3 | $11.1K | Hold |
38
| – | – | ﹤0.01% | 396 |
|
|
2023
Q2 | $13K | Hold |
38
| – | – | ﹤0.01% | 371 |
|
|
2023
Q1 | $9.71K | Sell |
38
-5
| -12% | -$1.28K | ﹤0.01% | 426 |
|
|
2022
Q4 | $11.4K | Buy |
43
+21
| +95% | +$5.57K | ﹤0.01% | 439 |
|
|
2022
Q3 | $4K | Buy |
22
+5
| +29% | +$909 | ﹤0.01% | 573 |
|
|
2022
Q2 | $3K | Buy |
17
+5
| +42% | +$882 | ﹤0.01% | 628 |
|
|
2022
Q1 | $4K | Sell |
12
-12
| -50% | -$4K | ﹤0.01% | 533 |
|
|
2021
Q4 | $9K | Buy |
24
+12
| +100% | +$4.5K | ﹤0.01% | 518 |
|
|
2021
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 513 |
|
|
2021
Q2 | $4K | Buy |
+12
| New | +$4K | ﹤0.01% | 482 |
|