V Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-827
| Closed | -$250K | – | 432 |
|
|
2022
Q1 | $250K | Sell |
827
-409
| -33% | -$124K | 0.04% | 379 |
|
|
2021
Q4 | $444K | Sell |
1,236
-117
| -9% | -$42K | 0.07% | 277 |
|
|
2021
Q3 | $449K | Buy |
1,353
+54
| +4% | +$17.9K | 0.07% | 286 |
|
|
2021
Q2 | $399K | Sell |
1,299
-501
| -28% | -$154K | 0.06% | 317 |
|
|
2021
Q1 | $443K | Buy |
1,800
+315
| +21% | +$77.5K | 0.08% | 269 |
|
|
2020
Q4 | $405K | Buy |
1,485
+99
| +7% | +$27K | 0.08% | 243 |
|
|
2020
Q3 | $328K | Sell |
1,386
-1,026
| -43% | -$243K | 0.23% | 118 |
|
|
2020
Q2 | $458K | Buy |
2,412
+489
| +25% | +$92.9K | 0.12% | 194 |
|
|
2020
Q1 | $317K | Buy |
+1,923
| New | +$317K | 0.1% | 210 |
|