WR Wealth Planners’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $176K | Sell |
338
-399
| -54% | -$208K | 0.06% | 169 |
|
|
2024
Q3 | $362K | Buy |
737
+30
| +4% | +$14.7K | 0.1% | 126 |
|
|
2024
Q2 | $315K | Buy |
707
+56
| +9% | +$24.9K | 0.1% | 130 |
|
|
2024
Q1 | $260K | Sell |
651
-30
| -4% | -$12K | 0.08% | 147 |
|
|
2023
Q4 | $230K | Sell |
681
-2
| -0.3% | -$675 | 0.09% | 164 |
|
|
2023
Q3 | $200K | Sell |
683
-21
| -3% | -$6.14K | 0.08% | 170 |
|
|
2023
Q2 | $241K | Buy |
704
+6
| +0.9% | +$2.05K | 0.09% | 150 |
|
|
2023
Q1 | $178K | Buy |
698
+224
| +47% | +$57.2K | 0.08% | 168 |
|
|
2022
Q4 | $126K | Buy |
474
+2
| +0.4% | +$531 | 0.08% | 124 |
|
|
2022
Q3 | $88.5K | Sell |
472
-4
| -0.8% | -$750 | 0.06% | 134 |
|
|
2022
Q2 | $95.5K | Buy |
476
+37
| +8% | +$7.43K | 0.06% | 135 |
|
|
2022
Q1 | $132K | Buy |
+439
| New | +$132K | 0.08% | 120 |
|