Roman Butler Fullerton & Co’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-4,686
| Closed | -$1.68M | – | 206 |
|
|
2021
Q4 | $1.68M | Sell |
4,686
-7,173
| -60% | -$2.58M | 0.74% | 41 |
|
|
2021
Q3 | $1.31M | Buy |
+11,859
| New | +$1.31M | 0.61% | 49 |
|
|
2020
Q1 | – | Sell |
-4,317
| Closed | -$851K | – | 153 |
|
|
2019
Q4 | $851K | Sell |
4,317
-6
| -0.1% | -$1.18K | 0.56% | 61 |
|
|
2019
Q3 | $778K | Buy |
4,323
+204
| +5% | +$36.7K | 0.54% | 64 |
|
|
2019
Q2 | $720K | Sell |
4,119
-2,052
| -33% | -$359K | 0.48% | 67 |
|
|
2019
Q1 | $1.17M | Sell |
6,171
-30
| -0.5% | -$5.71K | 0.82% | 27 |
|
|
2018
Q4 | $1.07M | Buy |
+6,201
| New | +$1.07M | 0.91% | 22 |
|