Pinkerton Retirement Specialists’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-1,078
Closed -$530K 145
2024
Q3
$530K Buy
+1,078
New +$530K 0.08% 96
2023
Q4
Sell
-901
Closed -$263K 145
2023
Q3
$263K Sell
901
-601
-40% -$176K 0.06% 113
2023
Q2
$514K Buy
+1,502
New +$514K 0.1% 111