Mark Sheptoff Financial Planning’s Intuitive Surgical ISRG Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-84	Closed	-$37.4K	–	445
2024 Q2	$37.4K	Buy	+84	New	+$33.5K	0.02%	196
2022 Q1	–	Sell	-200	Closed	-$72K	–	458
2021 Q4	$72K	Sell	200 -400	-67%	-$138K	0.03%	155
2021 Q3	$199K	Sell	600 -150	-20%	-$50.4K	0.11%	107
2021 Q2	$230K	Buy	+750	New	+$210K	0.12%	95
2019 Q3	–	Sell	-300	Closed	-$52K	–	372
2019 Q2	$52K	Hold	300	–	–	0.04%	153
2019 Q1	$57K	Buy	+300	New	+$53.3K	0.04%	140
2015 Q4	–	Sell	-234	Closed	-$12K	–	403
2015 Q3	$12K	Buy	+234	New	+$13.3K	0.01%	238

Other funds holding ISRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Mark Sheptoff Financial Planning's ISRG Position: Q3 2024 in Review

Mark Sheptoff Financial Planning sold out of Intuitive Surgical (ISRG) in Q3 2024, closing a stake of 84 shares — an estimated $37.4K sold.

Mark Sheptoff Financial Planning first reported a position in ISRG in Q3 2015 and held it in 7 quarters. The position peaked at $230K in Q2 2021. 1,954 funds tracked by Wall St. Rank hold ISRG as of Q3 2024.

Mark Sheptoff Financial Planning reported no remaining Intuitive Surgical position as of Q3 2024 after selling out during the quarter.
Mark Sheptoff Financial Planning sold 84 Intuitive Surgical shares in Q3 2024, an estimated $37.4K.
Mark Sheptoff Financial Planning first reported a position in Intuitive Surgical in Q3 2015 and held it in 7 quarters.
Mark Sheptoff Financial Planning's Intuitive Surgical position peaked at $230K in Q2 2021.
1,954 funds tracked by Wall St. Rank held Intuitive Surgical as of Q3 2024.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2024, filed 14 Nov 2024.