Personal Capital Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $420K | Sell |
1,584
-183
| -10% | -$48.6K | ﹤0.01% | 327 |
|
|
2022
Q3 | $331K | Buy |
1,767
+223
| +14% | +$41.8K | ﹤0.01% | 340 |
|
|
2022
Q2 | $310K | Sell |
1,544
-59
| -4% | -$11.8K | ﹤0.01% | 348 |
|
|
2022
Q1 | $484K | Sell |
1,603
-145
| -8% | -$43.8K | ﹤0.01% | 312 |
|
|
2021
Q4 | $608K | Buy |
1,748
+275
| +19% | +$95.7K | ﹤0.01% | 305 |
|
|
2021
Q3 | $488K | Buy |
1,473
+123
| +9% | +$40.7K | ﹤0.01% | 314 |
|
|
2021
Q2 | $414K | Sell |
1,350
-54
| -4% | -$16.6K | ﹤0.01% | 339 |
|
|
2021
Q1 | $346K | Sell |
1,404
-462
| -25% | -$114K | ﹤0.01% | 363 |
|
|
2020
Q4 | $509K | Buy |
1,866
+636
| +52% | +$173K | ﹤0.01% | 296 |
|
|
2020
Q3 | $291K | Buy |
+1,230
| New | +$291K | ﹤0.01% | 334 |
|
|
2020
Q1 | – | Sell |
-1,461
| Closed | -$288K | – | 371 |
|
|
2019
Q4 | $288K | Buy |
+1,461
| New | +$288K | ﹤0.01% | 332 |
|