MWM
Mission Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $17.2M | Sell |
31,731
-88
| -0.3% | -$47.8K | 0.37% | 45 |
|
|
2025
Q1 | $15.8M | Sell |
31,819
-1,452
| -4% | -$719K | 0.39% | 43 |
|
|
2024
Q4 | $17.4M | Sell |
33,271
-197
| -0.6% | -$103K | 0.4% | 39 |
|
|
2024
Q3 | $16.4M | Buy |
33,468
+24
| +0.1% | +$11.8K | 0.4% | 35 |
|
|
2024
Q2 | $14.9M | Buy |
33,444
+1,108
| +3% | +$493K | 0.39% | 35 |
|
|
2024
Q1 | $12.9M | Buy |
32,336
+112
| +0.3% | +$44.7K | 0.34% | 41 |
|
|
2023
Q4 | $10.9M | Sell |
32,224
-48
| -0.1% | -$16.2K | 0.35% | 41 |
|
|
2023
Q3 | $9.43M | Buy |
32,272
+1,783
| +6% | +$521K | 0.35% | 42 |
|
|
2023
Q2 | $10.4M | Sell |
30,489
-123
| -0.4% | -$42.1K | 0.39% | 39 |
|
|
2023
Q1 | $7.82M | Buy |
30,612
+333
| +1% | +$85.1K | 0.33% | 45 |
|
|
2022
Q4 | $8.03M | Buy |
30,279
+10
| +0% | +$2.65K | 0.38% | 39 |
|
|
2022
Q3 | $5.67M | Sell |
30,269
-23
| -0.1% | -$4.31K | 0.3% | 48 |
|
|
2022
Q2 | $6.08M | Buy |
30,292
+1,142
| +4% | +$229K | 0.32% | 45 |
|
|
2022
Q1 | $8.79M | Sell |
29,150
-84
| -0.3% | -$25.3K | 0.41% | 38 |
|
|
2021
Q4 | $10.5M | Buy |
29,234
+19,551
| +202% | +$7.02M | 0.47% | 34 |
|
|
2021
Q3 | $9.63M | Sell |
9,683
-5
| -0.1% | -$4.97K | 0.49% | 28 |
|
|
2021
Q2 | $8.91M | Buy |
9,688
+17
| +0.2% | +$15.6K | 0.47% | 34 |
|
|
2021
Q1 | $7.15M | Sell |
9,671
-3
| -0% | -$2.22K | 0.41% | 38 |
|
|
2020
Q4 | $7.92M | Sell |
9,674
-179
| -2% | -$146K | 0.5% | 35 |
|
|
2020
Q3 | $6.99M | Sell |
9,853
-10
| -0.1% | -$7.1K | 0.52% | 34 |
|
|
2020
Q2 | $5.62M | Buy |
9,863
+103
| +1% | +$58.7K | 0.48% | 36 |
|
|
2020
Q1 | $4.83M | Buy |
9,760
+115
| +1% | +$56.9K | 0.53% | 32 |
|
|
2019
Q4 | $5.7M | Buy |
9,645
+1
| +0% | +$591 | 0.55% | 31 |
|
|
2019
Q3 | $5.21M | Buy |
9,644
+4
| +0% | +$2.16K | 0.56% | 30 |
|
|
2019
Q2 | $5.06M | Sell |
9,640
-2
| -0% | -$1.05K | 0.57% | 30 |
|
|
2019
Q1 | $5.5M | Buy |
9,642
+2
| +0% | +$1.14K | 0.64% | 27 |
|
|
2018
Q4 | $4.62M | Hold |
9,640
| – | – | 0.6% | 28 |
|
|
2018
Q3 | $5.53M | Hold |
9,640
| – | – | 0.73% | 22 |
|
|
2018
Q2 | $4.61M | Buy |
9,640
+82
| +0.9% | +$39.2K | 0.68% | 22 |
|
|
2018
Q1 | $3.95M | Hold |
9,558
| – | – | 0.64% | 23 |
|
|
2017
Q4 | $3.49M | Buy |
9,558
+6,372
| +200% | +$2.33M | 0.6% | 29 |
|
|
2017
Q3 | $3.33M | Hold |
3,186
| – | – | 0.61% | 26 |
|
|
2017
Q2 | $2.98M | Hold |
3,186
| – | – | 0.57% | 27 |
|
|
2017
Q1 | $2.44M | Hold |
3,186
| – | – | 0.47% | 29 |
|
|
2016
Q4 | $2.02M | Buy |
3,186
+51
| +2% | +$32.3K | 0.4% | 35 |
|
|
2016
Q3 | $2.27M | Hold |
3,135
| – | – | 0.55% | 26 |
|
|
2016
Q2 | $2.07M | Hold |
3,135
| – | – | 0.55% | 24 |
|
|
2016
Q1 | $1.88M | Hold |
3,135
| – | – | 0.51% | 27 |
|
|
2015
Q4 | $1.71M | Hold |
3,135
| – | – | 0.48% | 26 |
|
|
2015
Q3 | $1.44M | Hold |
3,135
| – | – | 0.44% | 25 |
|
|
2015
Q2 | $1.58M | Buy |
+3,135
| New | +$1.58M | 0.54% | 27 |
|