Rockbridge 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 |
-75
| Closed | -$25.3K | – | 369 |
|
|
2023
Q4 | $25.3K | Buy |
+75
| New | +$25.3K | ﹤0.01% | 308 |
|
|
2022
Q3 | – | Sell |
-75
| Closed | -$15.1K | – | 340 |
|
|
2022
Q2 | $15.1K | Hold |
75
| – | – | ﹤0.01% | 322 |
|
|
2022
Q1 | $22.9K | Sell |
75
-39
| -34% | -$11.9K | ﹤0.01% | 400 |
|
|
2021
Q4 | $41K | Hold |
114
| – | – | 0.01% | 377 |
|
|
2021
Q3 | $38K | Hold |
114
| – | – | 0.01% | 360 |
|
|
2021
Q2 | $35K | Hold |
114
| – | – | 0.01% | 363 |
|
|
2021
Q1 | $28K | Buy |
114
+39
| +52% | +$9.58K | 0.01% | 368 |
|
|
2020
Q4 | $20K | Hold |
75
| – | – | ﹤0.01% | 415 |
|
|
2020
Q3 | $18K | Hold |
75
| – | – | ﹤0.01% | 400 |
|
|
2020
Q2 | $14K | Buy |
+75
| New | +$14K | ﹤0.01% | 388 |
|