Texas Capital Bank Wealth Management Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-941
| Closed | -$322K | – | 227 |
|
|
2023
Q2 | $322K | Sell |
941
-16
| -2% | -$5.47K | 0.03% | 152 |
|
|
2023
Q1 | $244K | Buy |
957
+18
| +2% | +$4.6K | 0.03% | 163 |
|
|
2022
Q4 | $249K | Sell |
939
-270
| -22% | -$71.6K | 0.03% | 138 |
|
|
2022
Q3 | $227K | Hold |
1,209
| – | – | 0.03% | 127 |
|
|
2022
Q2 | $243K | Sell |
1,209
-48
| -4% | -$9.65K | 0.03% | 125 |
|
|
2022
Q1 | $379K | Hold |
1,257
| – | – | 0.03% | 118 |
|
|
2021
Q4 | $452K | Hold |
1,257
| – | – | 0.04% | 114 |
|
|
2021
Q3 | $417K | Sell |
1,257
-6
| -0.5% | -$1.99K | 0.04% | 110 |
|
|
2021
Q2 | $387K | Buy |
1,263
+27
| +2% | +$8.27K | 0.05% | 106 |
|
|
2021
Q1 | $304K | Hold |
1,236
| – | – | 0.04% | 114 |
|
|
2020
Q4 | $337K | Buy |
1,236
+240
| +24% | +$65.4K | 0.05% | 106 |
|
|
2020
Q3 | $236K | Buy |
+996
| New | +$236K | 0.04% | 141 |
|