Rollins Financial’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $284K | Sell |
842
-30
| -3% | -$10.1K | 0.06% | 84 |
|
2023
Q3 | $255K | Buy |
872
+30
| +4% | +$8.77K | 0.06% | 88 |
|
2023
Q2 | $288K | Buy |
+842
| New | +$288K | 0.08% | 82 |
|
2022
Q3 | – | Sell |
-1,150
| Closed | -$231K | – | 104 |
|
2022
Q2 | $231K | Buy |
1,150
+30
| +3% | +$6.03K | 0.08% | 101 |
|
2022
Q1 | $338K | Sell |
1,120
-60
| -5% | -$18.1K | 0.1% | 85 |
|
2021
Q4 | $424K | Buy |
+1,180
| New | +$424K | 0.12% | 70 |
|
2021
Q2 | – | Sell |
-1,110
| Closed | -$273K | – | 109 |
|
2021
Q1 | $273K | Buy |
1,110
+180
| +19% | +$44.3K | 0.12% | 86 |
|
2020
Q4 | $254K | Buy |
+930
| New | +$254K | 0.12% | 77 |
|