Punch & Associates Investment Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q1 | – | Sell |
-600
| Closed | -$202K | – | 205 |
|
2023
Q4 | $202K | Buy |
+600
| New | +$202K | 0.01% | 209 |
|
2023
Q3 | – | Sell |
-600
| Closed | -$205K | – | 235 |
|
2023
Q2 | $205K | Buy |
+600
| New | +$205K | 0.01% | 204 |
|
2022
Q1 | – | Sell |
-600
| Closed | -$216K | – | 246 |
|
2021
Q4 | $216K | Buy |
+600
| New | +$216K | 0.01% | 215 |
|