Yorktown Management & Research Company’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-900
| Closed | -$308K | – | 223 |
|
|
2023
Q2 | $308K | Hold |
900
| – | – | 0.33% | 150 |
|
|
2023
Q1 | $230K | Hold |
900
| – | – | 0.25% | 178 |
|
|
2022
Q4 | $239K | Buy |
+900
| New | +$239K | 0.29% | 171 |
|
|
2022
Q2 | – | Sell |
-900
| Closed | -$272K | – | 211 |
|
|
2022
Q1 | $272K | Hold |
900
| – | – | 0.23% | 172 |
|
|
2021
Q4 | $323K | Hold |
900
| – | – | 0.22% | 168 |
|
|
2021
Q3 | $298K | Hold |
900
| – | – | 0.22% | 175 |
|
|
2021
Q2 | $276K | Hold |
900
| – | – | 0.22% | 188 |
|
|
2021
Q1 | $222K | Buy |
+900
| New | +$222K | 0.18% | 227 |
|
|
2020
Q4 | – | Sell |
-1,500
| Closed | -$355K | – | 237 |
|
|
2020
Q3 | $355K | Hold |
1,500
| – | – | 0.33% | 143 |
|
|
2020
Q2 | $285K | Hold |
1,500
| – | – | 0.26% | 208 |
|
|
2020
Q1 | $248K | Buy |
+1,500
| New | +$248K | 0.25% | 166 |
|
|
2019
Q2 | – | Sell |
-1,680
| Closed | -$320K | – | 326 |
|
|
2019
Q1 | $320K | Hold |
1,680
| – | – | 0.1% | 236 |
|
|
2018
Q4 | $268K | Hold |
1,680
| – | – | 0.09% | 251 |
|
|
2018
Q3 | $321K | Buy |
+1,680
| New | +$321K | 0.09% | 252 |
|
|
2013
Q3 | – | Sell |
-3,600
| Closed | -$203K | – | 379 |
|
|
2013
Q2 | $203K | Buy |
+3,600
| New | +$203K | 0.04% | 288 |
|