Next Financial Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $185K | Sell |
515
-73
| -12% | -$26.2K | 0.01% | 927 |
|
|
2021
Q3 | $195K | Buy |
588
+153
| +35% | +$50.7K | 0.02% | 850 |
|
|
2021
Q2 | $133K | Buy |
435
+15
| +4% | +$4.59K | 0.01% | 979 |
|
|
2021
Q1 | $104K | Buy |
420
+12
| +3% | +$2.97K | 0.01% | 1014 |
|
|
2020
Q4 | $111K | Buy |
408
+15
| +4% | +$4.08K | 0.01% | 924 |
|
|
2020
Q3 | $93K | Buy |
+393
| New | +$93K | 0.01% | 894 |
|
|
2020
Q2 | – | Sell |
-456
| Closed | -$75K | – | 1238 |
|
|
2020
Q1 | $75K | Sell |
456
-2,247
| -83% | -$370K | 0.01% | 856 |
|
|
2019
Q4 | $533K | Buy |
2,703
+327
| +14% | +$64.5K | 0.06% | 357 |
|
|
2019
Q3 | $427K | Buy |
2,376
+750
| +46% | +$135K | 0.05% | 396 |
|
|
2019
Q2 | $284K | Buy |
1,626
+714
| +78% | +$125K | 0.03% | 541 |
|
|
2019
Q1 | $174K | Sell |
912
-669
| -42% | -$128K | 0.04% | 398 |
|
|
2018
Q4 | $252K | Buy |
1,581
+1,308
| +479% | +$208K | 0.05% | 336 |
|
|
2018
Q3 | $52K | Buy |
+273
| New | +$52K | 0.02% | 531 |
|
|
2017
Q4 | – | Sell |
-567
| Closed | -$23K | – | 814 |
|
|
2017
Q3 | $23K | Buy |
567
+378
| +200% | +$15.3K | 0.01% | 932 |
|
|
2017
Q2 | $20K | Sell |
189
-900
| -83% | -$95.2K | ﹤0.01% | 1081 |
|
|
2017
Q1 | $101K | Sell |
1,089
-18
| -2% | -$1.67K | 0.03% | 489 |
|
|
2016
Q4 | $78K | Buy |
1,107
+900
| +435% | +$63.4K | 0.01% | 783 |
|
|
2016
Q3 | $17K | Hold |
207
| – | – | ﹤0.01% | 1434 |
|
|
2016
Q2 | $15K | Buy |
207
+108
| +109% | +$7.83K | ﹤0.01% | 1065 |
|
|
2016
Q1 | $6K | Sell |
99
-2,700
| -96% | -$164K | ﹤0.01% | 1322 |
|
|
2015
Q4 | $169K | Sell |
2,799
-900
| -24% | -$54.3K | 0.06% | 316 |
|
|
2015
Q3 | $188K | Sell |
3,699
-900
| -20% | -$45.7K | 0.07% | 294 |
|
|
2015
Q2 | $247K | Buy |
4,599
+3,465
| +306% | +$186K | 0.09% | 259 |
|
|
2015
Q1 | $63K | Sell |
1,134
-900
| -44% | -$50K | 0.02% | 602 |
|
|
2014
Q4 | $120K | Buy |
2,034
+9
| +0.4% | +$531 | 0.04% | 402 |
|
|
2014
Q3 | $104K | Buy |
2,025
+1,926
| +1,945% | +$98.9K | 0.02% | 647 |
|
|
2014
Q2 | $5K | Buy |
+99
| New | +$5K | ﹤0.01% | 924 |
|