WOSD
WFA of San Diego’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $403K | Hold |
1,380
| – | – | 0.42% | 52 |
|
|
2023
Q2 | $472K | Hold |
1,380
| – | – | 0.46% | 47 |
|
|
2023
Q1 | $353K | Hold |
1,380
| – | – | 0.37% | 53 |
|
|
2022
Q4 | $366K | Hold |
1,380
| – | – | 0.28% | 67 |
|
|
2022
Q3 | $259K | Hold |
1,380
| – | – | 0.23% | 79 |
|
|
2022
Q2 | $277K | Sell |
1,380
-200
| -13% | -$40.1K | 0.24% | 69 |
|
|
2022
Q1 | $477K | Sell |
1,580
-25
| -2% | -$7.55K | 0.36% | 58 |
|
|
2021
Q4 | $577K | Buy |
1,605
+1,070
| +200% | +$385K | 0.34% | 65 |
|
|
2021
Q3 | $532K | Hold |
535
| – | – | 0.37% | 52 |
|
|
2021
Q2 | $492K | Sell |
535
-10
| -2% | -$9.2K | 0.38% | 55 |
|
|
2021
Q1 | $403K | Sell |
545
-5
| -0.9% | -$3.7K | 0.33% | 59 |
|
|
2020
Q4 | $818 | Hold |
550
| – | – | 0.22% | 7 |
|
|
2020
Q3 | $390K | Sell |
550
-155
| -22% | -$110K | 0.37% | 53 |
|
|
2020
Q2 | $402K | Buy |
+705
| New | +$402K | 0.09% | 178 |
|