Winslow Evans & Crocker’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q4 | $110K | Buy |
405
+12
| +3% | +$3.26K | 0.02% | 420 |
|
|
2020
Q3 | $93K | Sell |
393
-180
| -31% | -$42.6K | 0.02% | 369 |
|
|
2020
Q2 | $109K | Buy |
573
+207
| +57% | +$39.4K | 0.03% | 345 |
|
|
2020
Q1 | $60K | Hold |
366
| – | – | 0.02% | 406 |
|
|
2019
Q4 | $72K | Buy |
366
+18
| +5% | +$3.54K | 0.02% | 442 |
|
|
2019
Q3 | $64K | Sell |
348
-36
| -9% | -$6.62K | 0.02% | 461 |
|
|
2019
Q2 | $70K | Sell |
384
-678
| -64% | -$124K | 0.02% | 455 |
|
|
2019
Q1 | $204K | Buy |
1,062
+336
| +46% | +$64.5K | 0.06% | 284 |
|
|
2018
Q4 | $116K | Buy |
726
+30
| +4% | +$4.79K | 0.04% | 333 |
|
|
2018
Q3 | $134K | Buy |
696
+36
| +5% | +$6.93K | 0.04% | 322 |
|
|
2018
Q2 | $106K | Hold |
660
| – | – | 0.03% | 359 |
|
|
2018
Q1 | $90.4K | Buy |
660
+78
| +13% | +$10.7K | 0.03% | 370 |
|
|
2017
Q4 | $70.8K | Buy |
582
+96
| +20% | +$11.7K | 0.02% | 425 |
|
|
2017
Q3 | $55.4K | Buy |
486
+9
| +2% | +$1.03K | 0.02% | 456 |
|
|
2017
Q2 | $49.6K | Sell |
477
-9
| -2% | -$935 | 0.01% | 559 |
|
|
2017
Q1 | $40.6K | Hold |
486
| – | – | 0.01% | 578 |
|
|
2016
Q4 | $33.6K | Hold |
486
| – | – | 0.01% | 625 |
|
|
2016
Q3 | $38.4K | Hold |
486
| – | – | 0.01% | 598 |
|
|
2016
Q2 | $35.1K | Sell |
486
-81
| -14% | -$5.84K | 0.01% | 596 |
|
|
2016
Q1 | $37.9K | Sell |
567
-9
| -2% | -$601 | 0.01% | 562 |
|
|
2015
Q4 | $34.4K | Hold |
576
| – | – | 0.01% | 612 |
|
|
2015
Q3 | $29K | Hold |
576
| – | – | 0.01% | 626 |
|
|
2015
Q2 | $30.5K | Hold |
576
| – | – | 0.01% | 665 |
|
|
2015
Q1 | $31.8K | Hold |
576
| – | – | 0.01% | 636 |
|
|
2014
Q4 | $33.3K | Sell |
576
-72
| -11% | -$4.17K | 0.01% | 621 |
|
|
2014
Q3 | $32.8K | Buy |
648
+9
| +1% | +$455 | 0.01% | 647 |
|
|
2014
Q2 | $29.2K | Buy |
639
+369
| +137% | +$16.9K | 0.01% | 594 |
|
|
2014
Q1 | $13.1K | Hold |
270
| – | – | ﹤0.01% | 778 |
|
|
2013
Q4 | $12K | Buy |
+270
| New | +$12K | ﹤0.01% | 848 |
|