SWA
Sutton Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $40.6K | Hold |
139
| – | – | 0.02% | 254 |
|
|
2023
Q2 | $47.5K | Buy |
139
+76
| +121% | +$26K | 0.02% | 232 |
|
|
2023
Q1 | $16.1K | Sell |
63
-10
| -14% | -$2.56K | 0.01% | 341 |
|
|
2022
Q4 | $19.4K | Sell |
73
-57
| -44% | -$15.1K | 0.01% | 705 |
|
|
2022
Q3 | $24.4K | Buy |
130
+40
| +44% | +$7.5K | 0.01% | 598 |
|
|
2022
Q2 | $18.1K | Sell |
90
-9
| -9% | -$1.81K | 0.01% | 713 |
|
|
2022
Q1 | $29.9K | Buy |
99
+18
| +22% | +$5.43K | 0.01% | 580 |
|
|
2021
Q4 | $29.1K | Buy |
81
+55
| +212% | +$19.8K | 0.01% | 594 |
|
|
2021
Q3 | $25.8K | Buy |
26
+1
| +4% | +$994 | 0.01% | 617 |
|
|
2021
Q2 | $23K | Buy |
25
+4
| +19% | +$3.68K | 0.01% | 663 |
|
|
2021
Q1 | $15.5K | Sell |
21
-4
| -16% | -$2.96K | 0.01% | 752 |
|
|
2020
Q4 | $20.5K | Buy |
25
+4
| +19% | +$3.27K | 0.01% | 609 |
|
|
2020
Q3 | $14.9K | Buy |
21
+4
| +24% | +$2.84K | 0.01% | 626 |
|
|
2020
Q2 | $9.69K | Sell |
17
-9
| -35% | -$5.13K | 0.01% | 711 |
|
|
2020
Q1 | $12.9K | Buy |
26
+14
| +117% | +$6.93K | 0.01% | 587 |
|
|
2019
Q4 | $7.09K | Hold |
12
| – | – | ﹤0.01% | 886 |
|
|
2019
Q3 | $6.48K | Buy |
12
+3
| +33% | +$1.62K | ﹤0.01% | 888 |
|
|
2019
Q2 | $4.72K | Sell |
9
-5
| -36% | -$2.62K | ﹤0.01% | 945 |
|
|
2019
Q1 | $7.99K | Buy |
14
+5
| +56% | +$2.85K | ﹤0.01% | 839 |
|
|
2018
Q4 | $4.31K | Buy |
9
+3
| +50% | +$1.44K | ﹤0.01% | 910 |
|
|
2018
Q3 | $3.44K | Hold |
6
| – | – | ﹤0.01% | 948 |
|
|
2018
Q2 | $2.87K | Buy |
6
+3
| +100% | +$1.44K | ﹤0.01% | 980 |
|
|
2018
Q1 | $1.24K | Buy |
+3
| New | +$1.24K | ﹤0.01% | 1031 |
|