Windsor Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $493K | Hold |
1,685
| – | – | 0.09% | 99 |
|
|
2023
Q2 | $576K | Buy |
1,685
+135
| +9% | +$46.1K | 0.1% | 94 |
|
|
2023
Q1 | $401K | Sell |
1,550
-74
| -5% | -$19.1K | 0.08% | 107 |
|
|
2022
Q4 | $439K | Sell |
1,624
-1
| -0.1% | -$270 | 0.09% | 105 |
|
|
2022
Q3 | $307K | Buy |
1,625
+9
| +0.6% | +$1.7K | 0.08% | 116 |
|
|
2022
Q2 | $332K | Sell |
1,616
-6
| -0.4% | -$1.23K | 0.08% | 113 |
|
|
2022
Q1 | $470K | Buy |
1,622
+75
| +5% | +$21.7K | 0.09% | 156 |
|
|
2021
Q4 | $549K | Buy |
1,547
+14
| +0.9% | +$4.97K | 0.1% | 147 |
|
|
2021
Q3 | $516K | Hold |
1,533
| – | – | 0.11% | 151 |
|
|
2021
Q2 | $470K | Sell |
1,533
-177
| -10% | -$54.3K | 0.1% | 153 |
|
|
2021
Q1 | $421K | Sell |
1,710
-63
| -4% | -$15.5K | 0.1% | 152 |
|
|
2020
Q4 | $483K | Buy |
1,773
+30
| +2% | +$8.17K | 0.12% | 138 |
|
|
2020
Q3 | $414K | Buy |
1,743
+33
| +2% | +$7.84K | 0.12% | 139 |
|
|
2020
Q2 | $325K | Hold |
1,710
| – | – | 0.1% | 149 |
|
|
2020
Q1 | $282K | Sell |
1,710
-9
| -0.5% | -$1.48K | 0.11% | 151 |
|
|
2019
Q4 | $339K | Hold |
1,719
| – | – | 0.12% | 150 |
|
|
2019
Q3 | $293K | Sell |
1,719
-687
| -29% | -$117K | 0.13% | 147 |
|
|
2019
Q2 | $425K | Buy |
2,406
+1,047
| +77% | +$185K | 0.19% | 124 |
|
|
2019
Q1 | $258K | Hold |
1,359
| – | – | 0.14% | 130 |
|
|
2018
Q4 | $217K | Sell |
1,359
-63
| -4% | -$10.1K | 0.15% | 124 |
|
|
2018
Q3 | $272K | Hold |
1,422
| – | – | 0.18% | 111 |
|
|
2018
Q2 | $227K | Buy |
+1,422
| New | +$227K | 0.18% | 115 |
|