WFG Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | $798K | Buy |
7,677
+1,890
| +33% | +$196K | 0.18% | 132 |
|
|
2017
Q1 | $493K | Sell |
5,787
-2,430
| -30% | -$207K | 0.13% | 172 |
|
|
2016
Q4 | $579K | Buy |
8,217
+3,420
| +71% | +$241K | 0.14% | 188 |
|
|
2016
Q3 | $386K | Hold |
4,797
| – | – | 0.1% | 217 |
|
|
2016
Q2 | $353K | Buy |
4,797
+180
| +4% | +$13.2K | 0.09% | 210 |
|
|
2016
Q1 | $308K | Buy |
4,617
+135
| +3% | +$9.01K | 0.09% | 227 |
|
|
2015
Q4 | $272K | Sell |
4,482
-450
| -9% | -$27.3K | 0.08% | 237 |
|
|
2015
Q3 | $252K | Buy |
4,932
+1,260
| +34% | +$64.4K | 0.08% | 244 |
|
|
2015
Q2 | $198K | Hold |
3,672
| – | – | 0.05% | 350 |
|
|
2015
Q1 | $206K | Sell |
3,672
-540
| -13% | -$30.3K | 0.06% | 343 |
|
|
2014
Q4 | $248K | Sell |
4,212
-1,395
| -25% | -$82.1K | 0.05% | 370 |
|
|
2014
Q3 | $288K | Hold |
5,607
| – | – | 0.05% | 362 |
|
|
2014
Q2 | $257K | Sell |
5,607
-450
| -7% | -$20.6K | 0.05% | 398 |
|
|
2014
Q1 | $295K | Buy |
6,057
+333
| +6% | +$16.2K | 0.06% | 352 |
|
|
2013
Q4 | $244K | Buy |
5,724
+1,152
| +25% | +$49.1K | 0.03% | 474 |
|
|
2013
Q3 | $191K | Buy |
4,572
+90
| +2% | +$3.76K | 0.03% | 498 |
|
|
2013
Q2 | $252K | Buy |
+4,482
| New | +$252K | 0.04% | 413 |
|