MUMSS
Mitsubishi UFJ Morgan Stanley Securities’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-170
| Closed | -$45K | – | 107 |
|
|
2022
Q4 | $45K | Buy |
170
+110
| +183% | +$29.1K | 0.4% | 30 |
|
|
2022
Q3 | $11K | Hold |
60
| – | – | 0.15% | 102 |
|
|
2022
Q2 | $12K | Hold |
60
| – | – | 0.02% | 104 |
|
|
2022
Q1 | $18K | Sell |
60
-180
| -75% | -$54K | 0.02% | 86 |
|
|
2021
Q4 | $86K | Buy |
240
+80
| +50% | +$28.7K | 0.04% | 59 |
|
|
2021
Q3 | $159K | Buy |
+160
| New | +$159K | 0.15% | 17 |
|
|
2014
Q4 | $74K | Buy |
140
+20
| +17% | +$10.6K | 0.15% | 29 |
|
|
2014
Q3 | $55K | Buy |
+120
| New | +$55K | 0.16% | 46 |
|
|
2013
Q3 | – | Sell |
-40
| Closed | -$20K | – | 257 |
|
|
2013
Q2 | $20K | Buy |
+40
| New | +$20K | 0.07% | 139 |
|