Waverton Investment Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-43,704
| Closed | -$11.6M | – | 83 |
|
|
2022
Q4 | $11.6M | Sell |
43,704
-2,600
| -6% | -$690K | 0.43% | 46 |
|
|
2022
Q3 | $8.68M | Buy |
46,304
+756
| +2% | +$142K | 0.36% | 45 |
|
|
2022
Q2 | $9.14M | Buy |
45,548
+16,865
| +59% | +$3.38M | 0.36% | 43 |
|
|
2022
Q1 | $8.65M | Buy |
28,683
+2,076
| +8% | +$626K | 0.29% | 47 |
|
|
2021
Q4 | $9.56M | Buy |
+26,607
| New | +$9.56M | 0.3% | 44 |
|