Mid Atlantic Financial Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $711K | Buy |
2,145
+15
| +0.7% | +$4.97K | 0.05% | 356 |
|
|
2021
Q2 | $653K | Sell |
2,130
-147
| -6% | -$45.1K | 0.04% | 384 |
|
|
2021
Q1 | $561K | Sell |
2,277
-630
| -22% | -$155K | 0.04% | 395 |
|
|
2020
Q4 | $793K | Sell |
2,907
-54
| -2% | -$14.7K | 0.06% | 282 |
|
|
2020
Q3 | $763K | Buy |
2,961
+966
| +48% | +$249K | 0.07% | 262 |
|
|
2020
Q2 | $379K | Sell |
1,995
-60
| -3% | -$11.4K | 0.04% | 412 |
|
|
2020
Q1 | $339K | Buy |
2,055
+87
| +4% | +$14.4K | 0.04% | 404 |
|
|
2019
Q4 | $388K | Buy |
1,968
+816
| +71% | +$161K | 0.04% | 463 |
|
|
2019
Q3 | $207K | Hold |
1,152
| – | – | 0.02% | 610 |
|
|
2019
Q2 | $201K | Sell |
1,152
-1,554
| -57% | -$271K | 0.02% | 642 |
|
|
2019
Q1 | $515K | Buy |
2,706
+1,173
| +77% | +$223K | 0.06% | 356 |
|
|
2018
Q4 | $245K | Buy |
+1,533
| New | +$245K | 0.03% | 528 |
|