PCI
Planning Center Inc’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $653K | Hold |
1,201
| – | – | 0.07% | 37 |
|
|
2025
Q1 | $595K | Hold |
1,201
| – | – | 0.07% | 39 |
|
|
2024
Q4 | $627K | Sell |
1,201
-16
| -1% | -$8.35K | 0.08% | 37 |
|
|
2024
Q3 | $598K | Buy |
1,217
+16
| +1% | +$7.86K | 0.07% | 38 |
|
|
2024
Q2 | $534K | Hold |
1,201
| – | – | 0.07% | 38 |
|
|
2024
Q1 | $479K | Hold |
1,201
| – | – | 0.1% | 34 |
|
|
2023
Q4 | $405K | Sell |
1,201
-6
| -0.5% | -$2.02K | 0.09% | 40 |
|
|
2023
Q3 | $353K | Hold |
1,207
| – | – | 0.09% | 44 |
|
|
2023
Q2 | $413K | Buy |
1,207
+7
| +0.6% | +$2.39K | 0.1% | 36 |
|
|
2023
Q1 | $320K | Hold |
1,200
| – | – | 0.09% | 45 |
|
|
2022
Q4 | $318K | Buy |
+1,200
| New | +$318K | 0.1% | 48 |
|