Pegasus Partners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | $859K | Buy |
1,748
+231
| +15% | +$113K | 0.08% | 66 |
|
2024
Q2 | $675K | Buy |
1,517
+308
| +25% | +$137K | 0.07% | 78 |
|
2024
Q1 | $483K | Sell |
1,209
-248
| -17% | -$99K | 0.05% | 95 |
|
2023
Q4 | $492K | Hold |
1,457
| – | – | 0.06% | 96 |
|
2023
Q3 | $426K | Buy |
1,457
+258
| +22% | +$75.4K | 0.06% | 93 |
|
2023
Q2 | $410K | Sell |
1,199
-221
| -16% | -$75.6K | 0.06% | 94 |
|
2023
Q1 | $363K | Sell |
1,420
-228
| -14% | -$58.2K | 0.06% | 95 |
|
2022
Q4 | $437K | Buy |
+1,648
| New | +$437K | 0.07% | 87 |
|