MPWT
MassMutual Private Wealth & Trust’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $766K | Buy |
1,409
+153
| +12% | +$83.1K | 0.02% | 278 |
|
|
2025
Q1 | $622K | Buy |
1,256
+268
| +27% | +$133K | 0.02% | 299 |
|
|
2024
Q4 | $516K | Sell |
988
-160
| -14% | -$83.5K | 0.01% | 316 |
|
|
2024
Q3 | $564K | Buy |
1,148
+90
| +9% | +$44.2K | 0.02% | 299 |
|
|
2024
Q2 | $471K | Buy |
1,058
+128
| +14% | +$56.9K | 0.01% | 306 |
|
|
2024
Q1 | $371K | Buy |
930
+67
| +8% | +$26.7K | 0.01% | 317 |
|
|
2023
Q4 | $291K | Sell |
863
-93
| -10% | -$31.4K | 0.01% | 336 |
|
|
2023
Q3 | $279K | Buy |
956
+54
| +6% | +$15.8K | 0.01% | 337 |
|
|
2023
Q2 | $308K | Buy |
902
+155
| +21% | +$53K | 0.01% | 329 |
|
|
2023
Q1 | $191K | Buy |
747
+157
| +27% | +$40.1K | 0.01% | 360 |
|
|
2022
Q4 | $157K | Sell |
590
-4
| -0.7% | -$1.06K | 0.01% | 370 |
|
|
2022
Q3 | $111K | Buy |
594
+310
| +109% | +$57.9K | 0.01% | 378 |
|
|
2022
Q2 | $57K | Sell |
284
-13
| -4% | -$2.61K | ﹤0.01% | 450 |
|
|
2022
Q1 | $90K | Sell |
297
-44
| -13% | -$13.3K | ﹤0.01% | 402 |
|
|
2021
Q4 | $123K | Buy |
341
+220
| +182% | +$79.4K | ﹤0.01% | 384 |
|
|
2021
Q3 | $120K | Buy |
121
+1
| +0.8% | +$992 | 0.01% | 375 |
|
|
2021
Q2 | $110K | Buy |
120
+88
| +275% | +$80.7K | ﹤0.01% | 386 |
|
|
2021
Q1 | $24K | Buy |
32
+19
| +146% | +$14.3K | ﹤0.01% | 503 |
|
|
2020
Q4 | $11K | Buy |
13
+8
| +160% | +$6.77K | ﹤0.01% | 591 |
|
|
2020
Q3 | $4K | Sell |
5
-15
| -75% | -$12K | ﹤0.01% | 660 |
|
|
2020
Q2 | $11K | Sell |
20
-6
| -23% | -$3.3K | ﹤0.01% | 539 |
|
|
2020
Q1 | $13K | Buy |
26
+21
| +420% | +$10.5K | ﹤0.01% | 486 |
|
|
2019
Q4 | $3K | Sell |
5
-4
| -44% | -$2.4K | ﹤0.01% | 734 |
|
|
2019
Q3 | $5K | Sell |
9
-1
| -10% | -$556 | ﹤0.01% | 687 |
|
|
2019
Q2 | $5K | Hold |
10
| – | – | ﹤0.01% | 651 |
|
|
2019
Q1 | $5.71K | Hold |
10
| – | – | ﹤0.01% | 671 |
|
|
2018
Q4 | $4.79K | Hold |
10
| – | – | ﹤0.01% | 673 |
|
|
2018
Q3 | $5.74K | Sell |
10
-20
| -67% | -$11.5K | ﹤0.01% | 696 |
|
|
2018
Q2 | $14.4K | Sell |
30
-105
| -78% | -$50.2K | ﹤0.01% | 551 |
|
|
2018
Q1 | $55.7K | Buy |
135
+6
| +5% | +$2.48K | ﹤0.01% | 399 |
|
|
2017
Q4 | $47.1K | Buy |
129
+106
| +461% | +$38.7K | ﹤0.01% | 450 |
|
|
2017
Q3 | $24.1K | Hold |
23
| – | – | ﹤0.01% | 621 |
|
|
2017
Q2 | $21.5K | Buy |
23
+8
| +53% | +$7.48K | ﹤0.01% | 612 |
|
|
2017
Q1 | $11.5K | Hold |
15
| – | – | ﹤0.01% | 681 |
|
|
2016
Q4 | $9.51K | Buy |
+15
| New | +$9.51K | ﹤0.01% | 483 |
|
|
2016
Q2 | $9.92K | Hold |
15
| – | – | ﹤0.01% | 511 |
|
|
2016
Q1 | $9.02K | Hold |
15
| – | – | ﹤0.01% | 550 |
|
|
2015
Q4 | $8.19K | Sell |
15
-51
| -77% | -$27.9K | ﹤0.01% | 516 |
|
|
2015
Q3 | $30.5K | Buy |
66
+44
| +200% | +$20.3K | 0.01% | 414 |
|
|
2015
Q2 | $9.06K | Buy |
22
+7
| +47% | +$2.88K | ﹤0.01% | 505 |
|
|
2015
Q1 | $7.58K | Hold |
15
| – | – | ﹤0.01% | 538 |
|
|
2014
Q4 | $7.93K | Sell |
15
-51
| -77% | -$27K | ﹤0.01% | 442 |
|
|
2014
Q3 | $30.5K | Buy |
66
+44
| +200% | +$20.3K | 0.01% | 408 |
|
|
2014
Q2 | $9.06K | Sell |
22
-66
| -75% | -$27.2K | ﹤0.01% | 367 |
|
|
2014
Q1 | $38.5K | Buy |
+88
| New | +$38.5K | 0.02% | 220 |
|