Sustainable Insight Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-853
| Closed | -$226K | – | 111 |
|
|
2022
Q4 | $226K | Buy |
+853
| New | +$226K | 0.26% | 92 |
|
|
2022
Q2 | – | Sell |
-799
| Closed | -$241K | – | 134 |
|
|
2022
Q1 | $241K | Buy |
799
+123
| +18% | +$37.1K | 0.17% | 99 |
|
|
2021
Q4 | $243K | Sell |
676
-50
| -7% | -$18K | 0.13% | 101 |
|
|
2021
Q3 | $241K | Buy |
+726
| New | +$241K | 0.15% | 94 |
|
|
2021
Q1 | – | Sell |
-804
| Closed | -$219K | – | 125 |
|
|
2020
Q4 | $219K | Buy |
+804
| New | +$219K | 0.15% | 99 |
|