Silvia McColl Wealth Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-725
| Closed | -$323K | – | 113 |
|
|
2024
Q2 | $323K | Sell |
725
-2
| -0.3% | -$890 | 0.27% | 78 |
|
|
2024
Q1 | $282K | Sell |
727
-15
| -2% | -$5.83K | 0.24% | 82 |
|
|
2023
Q4 | $250K | Buy |
+742
| New | +$250K | 0.23% | 84 |
|
|
2023
Q3 | – | Sell |
-742
| Closed | -$254K | – | 105 |
|
|
2023
Q2 | $254K | Buy |
+742
| New | +$254K | 0.24% | 88 |
|
|
2023
Q1 | – | Sell |
-977
| Closed | -$259K | – | 104 |
|
|
2022
Q4 | $259K | Buy |
+977
| New | +$259K | 0.25% | 88 |
|