Tilia Fiduciary Partners’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 |
-65
| Closed | -$22.2K | – | 270 |
|
|
2023
Q2 | $22.2K | Hold |
65
| – | – | 0.02% | 287 |
|
|
2023
Q1 | $16.6K | Hold |
65
| – | – | 0.02% | 323 |
|
|
2022
Q4 | $17.2K | Buy |
65
+10
| +18% | +$2.65K | 0.02% | 308 |
|
|
2022
Q3 | $10K | Buy |
55
+10
| +22% | +$1.82K | 0.01% | 373 |
|
|
2022
Q2 | $9K | Hold |
45
| – | – | 0.01% | 390 |
|
|
2022
Q1 | $14K | Hold |
45
| – | – | 0.01% | 370 |
|
|
2021
Q4 | $16K | Buy |
+45
| New | +$16K | 0.01% | 367 |
|