Wealthspire Advisors (Maryland)’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.45M | Buy |
6,126
+3,717
| +154% | +$879K | 0.05% | 155 |
|
|
2020
Q2 | $458K | Buy |
+2,409
| New | +$458K | 0.03% | 275 |
|
|
2020
Q1 | – | Sell |
-2,208
| Closed | -$435K | – | 468 |
|
|
2019
Q4 | $435K | Buy |
2,208
+51
| +2% | +$10K | 0.03% | 301 |
|
|
2019
Q3 | $388K | Buy |
2,157
+114
| +6% | +$20.5K | 0.03% | 298 |
|
|
2019
Q2 | $357K | Sell |
2,043
-1,059
| -34% | -$185K | 0.03% | 312 |
|
|
2019
Q1 | $590K | Sell |
3,102
-615
| -17% | -$117K | 0.04% | 225 |
|
|
2018
Q4 | $593K | Buy |
3,717
+63
| +2% | +$10.1K | 0.05% | 192 |
|
|
2018
Q3 | $699K | Sell |
3,654
-99
| -3% | -$18.9K | 0.06% | 187 |
|
|
2018
Q2 | $599K | Buy |
3,753
+96
| +3% | +$15.3K | 0.05% | 203 |
|
|
2018
Q1 | $503K | Sell |
3,657
-111
| -3% | -$15.3K | 0.05% | 243 |
|
|
2017
Q4 | $458K | Buy |
3,768
+366
| +11% | +$44.5K | 0.04% | 273 |
|
|
2017
Q3 | $395K | Buy |
3,402
+846
| +33% | +$98.2K | 0.04% | 291 |
|
|
2017
Q2 | $266K | Buy |
2,556
+36
| +1% | +$3.75K | 0.03% | 370 |
|
|
2017
Q1 | $215K | Buy |
2,520
+45
| +2% | +$3.84K | 0.03% | 367 |
|
|
2016
Q4 | $174K | Hold |
2,475
| – | – | 0.03% | 414 |
|
|
2016
Q3 | $199K | Buy |
2,475
+729
| +42% | +$58.6K | 0.03% | 385 |
|
|
2016
Q2 | $128K | Buy |
1,746
+909
| +109% | +$66.6K | 0.02% | 482 |
|
|
2016
Q1 | $56K | Hold |
837
| – | – | 0.01% | 678 |
|
|
2015
Q4 | $51K | Buy |
+837
| New | +$51K | 0.01% | 709 |
|