Retirement Group’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 | $3.59K | Sell |
9
-1
| -10% | -$399 | ﹤0.01% | 600 |
|
2023
Q4 | $3.37K | Buy |
10
+5
| +100% | +$1.69K | ﹤0.01% | 580 |
|
2023
Q3 | $1.46K | Sell |
5
-9
| -64% | -$2.63K | ﹤0.01% | 611 |
|
2023
Q2 | $4.79K | Hold |
14
| – | – | ﹤0.01% | 514 |
|
2023
Q1 | $4K | Buy |
14
+9
| +180% | +$2.57K | ﹤0.01% | 518 |
|
2022
Q4 | $1K | Buy |
5
+4
| +400% | +$800 | ﹤0.01% | 578 |
|
2022
Q3 | $0 | Sell |
1
-8
| -89% | – | ﹤0.01% | 648 |
|
2022
Q2 | $2K | Buy |
9
+4
| +80% | +$889 | ﹤0.01% | 622 |
|
2022
Q1 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 628 |
|
2021
Q2 | – | Sell |
-1,467
| Closed | -$361K | – | 719 |
|
2021
Q1 | $361K | Sell |
1,467
-21
| -1% | -$5.17K | 0.16% | 86 |
|
2020
Q4 | $405K | Hold |
1,488
| – | – | 0.19% | 80 |
|
2020
Q3 | $352K | Buy |
1,488
+117
| +9% | +$27.7K | 0.2% | 87 |
|
2020
Q2 | $260K | Buy |
+1,371
| New | +$260K | 0.16% | 94 |
|
2019
Q4 | $477K | Buy |
+2,421
| New | +$477K | 0.31% | 60 |
|