San Francisco Sentry Investment Group’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | $82K | Sell |
267
-3
| -1% | -$921 | 0.04% | 303 |
|
|
2021
Q1 | $67K | Buy |
270
+39
| +17% | +$9.68K | 0.03% | 342 |
|
|
2020
Q4 | $63K | Sell |
231
-3
| -1% | -$818 | 0.03% | 326 |
|
|
2020
Q3 | $55K | Sell |
234
-6
| -3% | -$1.41K | 0.03% | 318 |
|
|
2020
Q2 | $46K | Sell |
240
-444
| -65% | -$85.1K | 0.02% | 338 |
|
|
2020
Q1 | $113K | Hold |
684
| – | – | 0.07% | 202 |
|
|
2019
Q4 | $135K | Buy |
684
+18
| +3% | +$3.55K | 0.06% | 248 |
|
|
2019
Q3 | $120K | Buy |
666
+48
| +8% | +$8.65K | 0.06% | 257 |
|
|
2019
Q2 | $108K | Sell |
618
-18
| -3% | -$3.15K | 0.05% | 261 |
|
|
2019
Q1 | $121K | Buy |
636
+18
| +3% | +$3.43K | 0.05% | 271 |
|
|
2018
Q4 | $99K | Sell |
618
-39
| -6% | -$6.25K | 0.05% | 274 |
|
|
2018
Q3 | $126K | Buy |
657
+69
| +12% | +$13.2K | 0.05% | 266 |
|
|
2018
Q2 | $94K | Buy |
588
+72
| +14% | +$11.5K | 0.04% | 322 |
|
|
2018
Q1 | $71K | Buy |
516
+300
| +139% | +$41.3K | 0.02% | 408 |
|
|
2017
Q4 | $26K | Hold |
216
| – | – | 0.01% | 528 |
|
|
2017
Q3 | $25K | Hold |
216
| – | – | 0.01% | 519 |
|
|
2017
Q2 | $22K | Buy |
+216
| New | +$22K | 0.01% | 447 |
|