Segall Bryant & Hamill’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
Sell
-2,501
Closed -$855K 604
2023
Q2
$855K Buy
2,501
+41
+2% +$14K 0.01% 504
2023
Q1
$628K Hold
2,460
0.01% 539
2022
Q4
$652K Sell
2,460
-15
-0.6% -$3.98K 0.01% 536
2022
Q3
$463K Hold
2,475
0.01% 587
2022
Q2
$496K Sell
2,475
-81
-3% -$16.2K 0.01% 575
2022
Q1
$772K Hold
2,556
0.01% 546
2021
Q4
$918K Buy
2,556
+150
+6% +$53.9K 0.01% 463
2021
Q3
$799K Buy
2,406
+1,656
+221% +$550K 0.01% 561
2021
Q2
$231K Buy
+750
New +$231K ﹤0.01% 727