THWM
Taylor Hoffman Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-79
| Closed | -$45K | – | 234 |
|
|
2020
Q2 | $45K | Buy |
+79
| New | +$45K | 0.03% | 204 |
|
|
2020
Q1 | – | Sell |
-79
| Closed | -$47K | – | 238 |
|
|
2019
Q4 | $47K | Hold |
79
| – | – | 0.03% | 215 |
|
|
2019
Q3 | $43K | Hold |
79
| – | – | 0.03% | 214 |
|
|
2019
Q2 | $41K | Hold |
79
| – | – | 0.03% | 204 |
|
|
2019
Q1 | $45K | Hold |
79
| – | – | 0.03% | 197 |
|
|
2018
Q4 | $38K | Sell |
79
-11
| -12% | -$5.29K | 0.03% | 193 |
|
|
2018
Q3 | $52K | Hold |
90
| – | – | 0.04% | 185 |
|
|
2018
Q2 | $43K | Hold |
90
| – | – | 0.04% | 187 |
|
|
2018
Q1 | $37K | Hold |
90
| – | – | 0.03% | 202 |
|
|
2017
Q4 | $33K | Buy |
+90
| New | +$33K | 0.03% | 212 |
|