Mark Sheptoff Financial Planning’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-84
| Closed | -$37.4K | – | 445 |
|
|
2024
Q2 | $37.4K | Buy |
+84
| New | +$37.4K | 0.02% | 196 |
|
|
2022
Q1 | – | Sell |
-200
| Closed | -$72K | – | 458 |
|
|
2021
Q4 | $72K | Sell |
200
-400
| -67% | -$144K | 0.03% | 155 |
|
|
2021
Q3 | $199K | Sell |
600
-150
| -20% | -$49.8K | 0.11% | 107 |
|
|
2021
Q2 | $230K | Buy |
+750
| New | +$230K | 0.12% | 95 |
|
|
2019
Q3 | – | Sell |
-300
| Closed | -$52K | – | 372 |
|
|
2019
Q2 | $52K | Hold |
300
| – | – | 0.04% | 153 |
|
|
2019
Q1 | $57K | Buy |
+300
| New | +$57K | 0.04% | 140 |
|
|
2015
Q4 | – | Sell |
-234
| Closed | -$12K | – | 404 |
|
|
2015
Q3 | $12K | Buy |
+234
| New | +$12K | 0.01% | 238 |
|