Marquette Asset 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 |
-59
| Closed | -$19.9K | – | 206 |
|
|
2023
Q4 | $19.9K | Sell |
59
-3
| -5% | -$1.01K | ﹤0.01% | 161 |
|
|
2023
Q3 | $18.1K | Sell |
62
-20
| -24% | -$5.85K | ﹤0.01% | 179 |
|
|
2023
Q2 | $28K | Buy |
+82
| New | +$28K | 0.01% | 167 |
|
|
2022
Q4 | – | Sell |
-30
| Closed | -$6K | – | 247 |
|
|
2022
Q3 | $6K | Buy |
30
+28
| +1,400% | +$5.6K | ﹤0.01% | 194 |
|
|
2022
Q2 | $0 | Hold |
2
| – | – | ﹤0.01% | 364 |
|
|
2022
Q1 | $1K | Buy |
+2
| New | +$1K | ﹤0.01% | 310 |
|
|
2019
Q2 | – | Sell |
-27
| Closed | -$5K | – | 274 |
|
|
2019
Q1 | $5K | Buy |
+27
| New | +$5K | ﹤0.01% | 276 |
|