Sargent Bickham Lagudis’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q4
$144K Sell
541
-24
-4% -$6.37K 0.01% 300
2022
Q3
$106K Buy
565
+489
+643% +$91.7K 0.01% 312
2022
Q2
$16K Sell
76
-2
-3% -$421 ﹤0.01% 624
2022
Q1
$24K Hold
78
﹤0.01% 579
2021
Q4
$28K Hold
78
﹤0.01% 552
2021
Q3
$26K Hold
78
﹤0.01% 563
2021
Q2
$24K Hold
78
﹤0.01% 579
2021
Q1
$19K Hold
78
﹤0.01% 592
2020
Q4
$21K Buy
78
+15
+24% +$4.04K ﹤0.01% 555
2020
Q3
$15K Hold
63
﹤0.01% 536
2020
Q2
$12K Buy
63
+15
+31% +$2.86K ﹤0.01% 553
2020
Q1
$8K Buy
+48
New +$8K ﹤0.01% 588
2019
Q1
Sell
-300
Closed -$48K 821
2018
Q4
$48K Buy
300
+180
+150% +$28.8K 0.01% 364
2018
Q3
$23K Hold
120
﹤0.01% 476
2018
Q2
$19K Buy
+120
New +$19K ﹤0.01% 494