Mason & Associates (California)’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 | $236K | Sell |
434
-28
| -6% | -$15.2K | 0.05% | 112 |
|
2025
Q1 | $229K | Buy |
462
+30
| +7% | +$14.9K | 0.06% | 106 |
|
2024
Q4 | $225K | Sell |
432
-46
| -10% | -$24K | 0.05% | 100 |
|
2024
Q3 | $235K | Buy |
+478
| New | +$235K | 0.06% | 103 |
|
2024
Q2 | – | Sell |
-504
| Closed | -$201K | – | 113 |
|
2024
Q1 | $201K | Buy |
+504
| New | +$201K | 0.05% | 112 |
|