MGWM
Marks Group Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.27M | Sell |
9,691
-65
| -0.7% | -$35.3K | 0.49% | 79 |
|
|
2025
Q1 | $4.83M | Sell |
9,756
-1,353
| -12% | -$670K | 0.47% | 79 |
|
|
2024
Q4 | $5.8M | Sell |
11,109
-82
| -0.7% | -$42.8K | 0.57% | 76 |
|
|
2024
Q3 | $5.5M | Sell |
11,191
-147
| -1% | -$72.2K | 0.52% | 76 |
|
|
2024
Q2 | $5.04M | Buy |
11,338
+159
| +1% | +$70.7K | 0.53% | 75 |
|
|
2024
Q1 | $4.46M | Buy |
11,179
+216
| +2% | +$86.2K | 0.47% | 77 |
|
|
2023
Q4 | $3.7M | Buy |
10,963
+139
| +1% | +$46.9K | 0.42% | 82 |
|
|
2023
Q3 | $3.16M | Sell |
10,824
-267
| -2% | -$78K | 0.39% | 87 |
|
|
2023
Q2 | $3.79M | Sell |
11,091
-238
| -2% | -$81.4K | 0.45% | 84 |
|
|
2023
Q1 | $2.89M | Buy |
11,329
+109
| +1% | +$27.8K | 0.37% | 93 |
|
|
2022
Q4 | $2.98M | Sell |
11,220
-43
| -0.4% | -$11.4K | 0.41% | 87 |
|
|
2022
Q3 | $2.11M | Buy |
11,263
+378
| +3% | +$70.8K | 0.32% | 98 |
|
|
2022
Q2 | $2.19M | Buy |
10,885
+523
| +5% | +$105K | 0.32% | 96 |
|
|
2022
Q1 | $3.13M | Buy |
10,362
+834
| +9% | +$252K | 0.39% | 90 |
|
|
2021
Q4 | $3.38M | Buy |
9,528
+6,389
| +204% | +$2.27M | 0.41% | 92 |
|
|
2021
Q3 | $3.14M | Sell |
3,139
-47
| -1% | -$47K | 0.42% | 86 |
|
|
2021
Q2 | $3M | Sell |
3,186
-3
| -0.1% | -$2.82K | 0.41% | 100 |
|
|
2021
Q1 | $2.32M | Buy |
3,189
+132
| +4% | +$95.8K | 0.34% | 101 |
|
|
2020
Q4 | $2.5M | Buy |
3,057
+126
| +4% | +$103K | 0.39% | 100 |
|
|
2020
Q3 | $2.08M | Buy |
2,931
+189
| +7% | +$134K | 0.38% | 98 |
|
|
2020
Q2 | $1.6M | Buy |
+2,742
| New | +$1.6M | 0.33% | 110 |
|