Deseret Mutual Benefit Administrators’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $53.3K | Hold |
98
| – | – | 0.03% | 291 |
|
|
2025
Q1 | $48.5K | Hold |
98
| – | – | 0.02% | 298 |
|
|
2024
Q4 | $51.2K | Sell |
98
-15
| -13% | -$7.83K | 0.03% | 289 |
|
|
2024
Q3 | $55.5K | Hold |
113
| – | – | 0.03% | 288 |
|
|
2024
Q2 | $50.3K | Hold |
113
| – | – | 0.02% | 288 |
|
|
2024
Q1 | $45.1K | Hold |
113
| – | – | 0.02% | 308 |
|
|
2023
Q4 | $38.1K | Sell |
113
-34
| -23% | -$11.5K | 0.02% | 310 |
|
|
2023
Q3 | $43K | Sell |
147
-6
| -4% | -$1.75K | 0.02% | 320 |
|
|
2023
Q2 | $52.3K | Hold |
153
| – | – | 0.02% | 313 |
|
|
2023
Q1 | $39.1K | Hold |
153
| – | – | 0.02% | 347 |
|
|
2022
Q4 | $40.6K | Sell |
153
-127
| -45% | -$33.7K | 0.02% | 338 |
|
|
2022
Q3 | $52K | Buy |
280
+5
| +2% | +$929 | 0.01% | 385 |
|
|
2022
Q2 | $55K | Buy |
275
+6
| +2% | +$1.2K | 0.01% | 412 |
|
|
2022
Q1 | $81K | Sell |
269
-28
| -9% | -$8.43K | 0.02% | 377 |
|
|
2021
Q4 | $107K | Hold |
297
| – | – | 0.02% | 355 |
|
|
2021
Q3 | $98K | Sell |
297
-84
| -22% | -$27.7K | 0.02% | 359 |
|
|
2021
Q2 | $117K | Buy |
+381
| New | +$117K | 0.03% | 328 |
|