SAM
Sequent Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,668
| Closed | -$1.41M | – | 76 |
|
|
2022
Q1 | $1.41M | Sell |
4,668
-105
| -2% | -$31.7K | 0.82% | 22 |
|
|
2021
Q4 | $1.72M | Buy |
4,773
+3,182
| +200% | +$1.14M | 0.94% | 23 |
|
|
2021
Q3 | $1.58M | Sell |
1,591
-38
| -2% | -$37.8K | 0.91% | 22 |
|
|
2021
Q2 | $1.5M | Buy |
+1,629
| New | +$1.5M | 0.86% | 21 |
|