Williams Jones & Associates’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $997K | Buy |
5,703
+177
| +3% | +$30.9K | 0.02% | 203 |
|
|
2019
Q1 | $1.05M | Hold |
5,526
| – | – | 0.02% | 197 |
|
|
2018
Q4 | $882K | Hold |
5,526
| – | – | 0.02% | 199 |
|
|
2018
Q3 | $1.06M | Hold |
5,526
| – | – | 0.02% | 226 |
|
|
2018
Q2 | $881K | Hold |
5,526
| – | – | 0.02% | 237 |
|
|
2018
Q1 | $760K | Hold |
5,526
| – | – | 0.02% | 249 |
|
|
2017
Q4 | $672K | Buy |
5,526
+126
| +2% | +$15.3K | 0.02% | 266 |
|
|
2017
Q3 | $628K | Hold |
5,400
| – | – | 0.02% | 267 |
|
|
2017
Q2 | $561K | Hold |
5,400
| – | – | 0.01% | 270 |
|
|
2017
Q1 | $460K | Hold |
5,400
| – | – | 0.01% | 283 |
|
|
2016
Q4 | $381K | Hold |
5,400
| – | – | 0.01% | 298 |
|
|
2016
Q3 | $435K | Hold |
5,400
| – | – | 0.01% | 284 |
|
|
2016
Q2 | $397K | Buy |
+5,400
| New | +$397K | 0.01% | 286 |
|