Nelson Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-21
| Closed | -$4K | – | 334 |
|
|
2019
Q2 | $4K | Hold |
21
| – | – | ﹤0.01% | 253 |
|
|
2019
Q1 | $4K | Hold |
21
| – | – | ﹤0.01% | 235 |
|
|
2018
Q4 | $4K | Hold |
21
| – | – | ﹤0.01% | 240 |
|
|
2018
Q3 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 235 |
|
|
2017
Q3 | – | Sell |
-36
| Closed | -$2K | – | 261 |
|
|
2017
Q2 | $2K | Buy |
+36
| New | +$2K | ﹤0.01% | 271 |
|
|
2015
Q1 | – | Sell |
-126
| Closed | -$7K | – | 289 |
|
|
2014
Q4 | $7K | Hold |
126
| – | – | ﹤0.01% | 251 |
|
|
2014
Q3 | $6K | Hold |
126
| – | – | ﹤0.01% | 266 |
|
|
2014
Q2 | $6K | Hold |
126
| – | – | ﹤0.01% | 264 |
|
|
2014
Q1 | $6K | Hold |
126
| – | – | ﹤0.01% | 226 |
|
|
2013
Q4 | $5K | Hold |
126
| – | – | ﹤0.01% | 214 |
|
|
2013
Q3 | $5K | Sell |
126
-68,931
| -100% | -$2.74M | ﹤0.01% | 201 |
|
|
2013
Q2 | $3.88M | Buy |
+69,057
| New | +$3.88M | 1.99% | 25 |
|