Summitry LLC’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-4,500
Closed -$1.11M 72
2021
Q1
$1.11M Hold
4,500
0.07% 60
2020
Q4
$1.23M Hold
4,500
0.09% 56
2020
Q3
$1.06M Buy
4,500
+1,500
+50% +$355K 0.09% 62
2020
Q2
$570K Buy
+3,000
New +$570K 0.05% 63