SWM
SVA Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $6.62M | Sell |
8,087
-2,213
| -21% | -$1.81M | 0.58% | 35 |
|
|
2020
Q3 | $7.31M | Sell |
10,300
-259
| -2% | -$184K | 0.72% | 26 |
|
|
2020
Q2 | $6.02M | Sell |
10,559
-30
| -0.3% | -$17.1K | 0.64% | 35 |
|
|
2020
Q1 | $5.24M | Sell |
10,589
-543
| -5% | -$269K | 0.6% | 36 |
|
|
2019
Q4 | $6.58M | Sell |
11,132
-283
| -2% | -$167K | 0.6% | 36 |
|
|
2019
Q3 | $6.16M | Sell |
11,415
-307
| -3% | -$166K | 0.6% | 36 |
|
|
2019
Q2 | $6.15M | Sell |
11,722
-3,855
| -25% | -$2.02M | 0.61% | 34 |
|
|
2019
Q1 | $8.89M | Buy |
15,577
+354
| +2% | +$202K | 0.86% | 23 |
|
|
2018
Q4 | $7.29M | Sell |
15,223
-108
| -0.7% | -$51.7K | 0.82% | 26 |
|
|
2018
Q3 | $8.8M | Sell |
15,331
-1,692
| -10% | -$971K | 0.89% | 23 |
|
|
2018
Q2 | $8.15M | Buy |
17,023
+10,876
| +177% | +$5.2M | 0.88% | 25 |
|
|
2018
Q1 | $6.43M | Sell |
6,147
-12,347
| -67% | -$12.9M | 0.79% | 35 |
|
|
2017
Q4 | $6.75M | Buy |
18,494
+12,347
| +201% | +$4.51M | 0.79% | 34 |
|
|
2017
Q3 | $6.43M | Sell |
6,147
-77
| -1% | -$80.5K | 0.79% | 35 |
|
|
2017
Q2 | $5.82M | Buy |
6,224
+96
| +2% | +$89.8K | 0.75% | 39 |
|
|
2017
Q1 | $4.7M | Buy |
6,128
+76
| +1% | +$58.3K | 0.64% | 49 |
|
|
2016
Q4 | $3.84M | Sell |
6,052
-116
| -2% | -$73.6K | 0.57% | 59 |
|
|
2016
Q3 | $4.47M | Buy |
6,168
+156
| +3% | +$113K | 0.7% | 48 |
|
|
2016
Q2 | $3.98M | Buy |
6,012
+1
| +0% | +$661 | 0.64% | 49 |
|
|
2016
Q1 | $3.61M | Sell |
6,011
-887
| -13% | -$533K | 0.6% | 54 |
|
|
2015
Q4 | $3.77M | Buy |
6,898
+1
| +0% | +$546 | 0.65% | 50 |
|
|
2015
Q3 | $3.17M | Buy |
6,897
+175
| +3% | +$80.4K | 0.59% | 57 |
|
|
2015
Q2 | $3.26M | Buy |
6,722
+48
| +0.7% | +$23.3K | 0.6% | 60 |
|
|
2015
Q1 | $3.37M | Buy |
6,674
+5,883
| +744% | +$2.97M | 0.62% | 59 |
|
|
2014
Q4 | $418K | Buy |
791
+66
| +9% | +$34.9K | 0.15% | 128 |
|
|
2014
Q3 | $335K | Buy |
725
+116
| +19% | +$53.6K | 0.14% | 126 |
|
|
2014
Q2 | $251K | Buy |
609
+109
| +22% | +$44.9K | 0.11% | 141 |
|
|
2014
Q1 | $219K | Buy |
+500
| New | +$219K | 0.1% | 140 |
|