Scholtz & Company’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 |
-1,072
| Closed | -$385K | – | 60 |
|
|
2021
Q4 | $385K | Sell |
1,072
-794
| -43% | -$285K | 0.12% | 53 |
|
|
2021
Q3 | $618K | Sell |
1,866
-27
| -1% | -$8.94K | 0.22% | 46 |
|
|
2021
Q2 | $580K | Buy |
1,893
+186
| +11% | +$57K | 0.2% | 53 |
|
|
2021
Q1 | $420K | Sell |
1,707
-15
| -0.9% | -$3.69K | 0.16% | 57 |
|
|
2020
Q4 | $470K | Buy |
1,722
+474
| +38% | +$129K | 0.18% | 57 |
|
|
2020
Q3 | $295K | Buy |
1,248
+183
| +17% | +$43.3K | 0.13% | 60 |
|
|
2020
Q2 | $202K | Buy |
+1,065
| New | +$202K | 0.1% | 57 |
|
|
2020
Q1 | – | Sell |
-1,329
| Closed | -$262K | – | 64 |
|
|
2019
Q4 | $262K | Buy |
+1,329
| New | +$262K | 0.15% | 55 |
|