Madison 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $5.52M | Sell |
18,870
-111
| -0.6% | -$32.4K | 1.16% | 25 |
|
|
2023
Q2 | $6.49M | Buy |
18,981
+105
| +0.6% | +$35.9K | 1.31% | 19 |
|
|
2023
Q1 | $4.82M | Sell |
18,876
-96
| -0.5% | -$24.5K | 1.04% | 28 |
|
|
2022
Q4 | $5.03M | Buy |
18,972
+455
| +2% | +$121K | 1.15% | 27 |
|
|
2022
Q3 | $3.47M | Buy |
18,517
+1,030
| +6% | +$193K | 0.85% | 37 |
|
|
2022
Q2 | $3.51M | Buy |
17,487
+7,062
| +68% | +$1.42M | 0.85% | 38 |
|
|
2022
Q1 | $3.15M | Buy |
10,425
+528
| +5% | +$159K | 0.66% | 44 |
|
|
2021
Q4 | $3.56M | Buy |
9,897
+267
| +3% | +$95.9K | 0.71% | 41 |
|
|
2021
Q3 | $3.19M | Buy |
9,630
+81
| +0.8% | +$26.8K | 0.7% | 41 |
|
|
2021
Q2 | $2.93M | Buy |
9,549
+684
| +8% | +$210K | 0.65% | 44 |
|
|
2021
Q1 | $2.18M | Buy |
8,865
+510
| +6% | +$126K | 0.53% | 49 |
|
|
2020
Q4 | $2.28M | Buy |
8,355
+237
| +3% | +$64.6K | 0.6% | 42 |
|
|
2020
Q3 | $1.92M | Buy |
8,118
+144
| +2% | +$34.1K | 0.58% | 46 |
|
|
2020
Q2 | $1.52M | Buy |
7,974
+255
| +3% | +$48.4K | 0.5% | 47 |
|
|
2020
Q1 | $1.27M | Buy |
7,719
+234
| +3% | +$38.6K | 0.51% | 46 |
|
|
2019
Q4 | $1.48M | Buy |
+7,485
| New | +$1.48M | 0.42% | 46 |
|