Meristem Family Wealth’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $338K | Sell |
1,119
-296
| -21% | -$89.4K | 0.04% | 246 |
|
|
2021
Q4 | $508K | Sell |
1,415
-34
| -2% | -$12.2K | 0.04% | 224 |
|
|
2021
Q3 | $480K | Sell |
1,449
-291
| -17% | -$96.4K | 0.05% | 234 |
|
|
2021
Q2 | $533K | Sell |
1,740
-87
| -5% | -$26.7K | 0.08% | 162 |
|
|
2021
Q1 | $450K | Buy |
1,827
+63
| +4% | +$15.5K | 0.09% | 138 |
|
|
2020
Q4 | $481K | Buy |
1,764
+369
| +26% | +$101K | 0.1% | 128 |
|
|
2020
Q3 | $330K | Hold |
1,395
| – | – | 0.08% | 134 |
|
|
2020
Q2 | $265K | Buy |
1,395
+3
| +0.2% | +$570 | 0.07% | 150 |
|
|
2020
Q1 | $230K | Buy |
1,392
+84
| +6% | +$13.9K | 0.07% | 156 |
|
|
2019
Q4 | $258K | Hold |
1,308
| – | – | 0.06% | 160 |
|
|
2019
Q3 | $235K | Buy |
1,308
+147
| +13% | +$26.4K | 0.06% | 164 |
|
|
2019
Q2 | $203K | Sell |
1,161
-15
| -1% | -$2.62K | 0.06% | 165 |
|
|
2019
Q1 | $224K | Buy |
+1,176
| New | +$224K | 0.08% | 129 |
|