WI
Wintrust Investments’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $2.24M | Sell |
4,298
-201
| -4% | -$105K | 1.97% | 13 |
|
|
2024
Q3 | $2.21M | Sell |
4,499
-41,462
| -90% | -$20.4M | 1.64% | 14 |
|
|
2024
Q2 | $20.4M | Buy |
45,961
+5,669
| +14% | +$2.52M | 1.66% | 14 |
|
|
2024
Q1 | $16.1M | Buy |
40,292
+1,696
| +4% | +$677K | 1.42% | 12 |
|
|
2023
Q4 | $13M | Buy |
38,596
+2,682
| +7% | +$905K | 1.26% | 13 |
|
|
2023
Q3 | $10.5M | Sell |
35,914
-9,614
| -21% | -$2.81M | 1.1% | 16 |
|
|
2023
Q2 | $15.6M | Buy |
45,528
+5,915
| +15% | +$2.02M | 1.56% | 12 |
|
|
2023
Q1 | $10.1M | Buy |
+39,613
| New | +$10.1M | 1.29% | 14 |
|
|
2022
Q4 | – | Sell |
-22,955
| Closed | -$4.3M | – | 389 |
|
|
2022
Q3 | $4.3M | Buy |
22,955
+11,000
| +92% | +$2.06M | 0.54% | 39 |
|
|
2022
Q2 | $2.4M | Sell |
11,955
-31,180
| -72% | -$6.26M | 0.29% | 60 |
|
|
2022
Q1 | $13M | Sell |
43,135
-6,959
| -14% | -$2.1M | 1.25% | 14 |
|
|
2021
Q4 | $18M | Buy |
50,094
+43,287
| +636% | +$15.6M | 1.71% | 12 |
|
|
2021
Q3 | $6.77M | Buy |
+6,807
| New | +$6.77M | 0.91% | 21 |
|