WealthOne’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 | $263K | Sell |
900
-9
| -1% | -$2.63K | 0.11% | 63 |
|
|
2023
Q2 | $311K | Hold |
909
| – | – | 0.11% | 74 |
|
|
2023
Q1 | $232K | Hold |
909
| – | – | 0.09% | 94 |
|
|
2022
Q4 | $241K | Buy |
+909
| New | +$241K | 0.1% | 100 |
|
|
2022
Q2 | – | Sell |
-920
| Closed | -$278K | – | 129 |
|
|
2022
Q1 | $278K | Buy |
920
+20
| +2% | +$6.04K | 0.1% | 99 |
|
|
2021
Q4 | $323K | Hold |
900
| – | – | 0.11% | 85 |
|
|
2021
Q3 | $298K | Hold |
900
| – | – | 0.11% | 104 |
|
|
2021
Q2 | $276K | Hold |
900
| – | – | 0.11% | 102 |
|
|
2021
Q1 | $222K | Buy |
+900
| New | +$222K | 0.1% | 110 |
|