Modera Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $729K | Sell |
1,342
-212
| -14% | -$115K | 0.01% | 372 |
|
|
2025
Q1 | $770K | Buy |
1,554
+46
| +3% | +$22.8K | 0.01% | 357 |
|
|
2024
Q4 | $787K | Buy |
1,508
+30
| +2% | +$15.7K | 0.01% | 364 |
|
|
2024
Q3 | $726K | Sell |
1,478
-248
| -14% | -$122K | 0.01% | 354 |
|
|
2024
Q2 | $768K | Sell |
1,726
-13
| -0.7% | -$5.78K | 0.01% | 329 |
|
|
2024
Q1 | $694K | Buy |
1,739
+36
| +2% | +$14.4K | 0.01% | 354 |
|
|
2023
Q4 | $575K | Sell |
1,703
-12
| -0.7% | -$4.05K | 0.01% | 356 |
|
|
2023
Q3 | $501K | Buy |
1,715
+34
| +2% | +$9.94K | 0.01% | 361 |
|
|
2023
Q2 | $575K | Buy |
1,681
+58
| +4% | +$19.8K | 0.01% | 360 |
|
|
2023
Q1 | $415K | Buy |
1,623
+20
| +1% | +$5.11K | 0.02% | 233 |
|
|
2022
Q4 | $425K | Sell |
1,603
-136
| -8% | -$36.1K | 0.02% | 230 |
|
|
2022
Q3 | $326K | Buy |
1,739
+41
| +2% | +$7.69K | 0.02% | 232 |
|
|
2022
Q2 | $341K | Sell |
1,698
-3
| -0.2% | -$602 | 0.02% | 237 |
|
|
2022
Q1 | $513K | Sell |
1,701
-1,038
| -38% | -$313K | 0.02% | 207 |
|
|
2021
Q4 | $984K | Buy |
2,739
+1,032
| +60% | +$371K | 0.04% | 175 |
|
|
2021
Q3 | $566K | Buy |
1,707
+9
| +0.5% | +$2.98K | 0.03% | 150 |
|
|
2021
Q2 | $521K | Hold |
1,698
| – | – | 0.03% | 144 |
|
|
2021
Q1 | $418K | Hold |
1,698
| – | – | 0.03% | 148 |
|
|
2020
Q4 | $463K | Buy |
+1,698
| New | +$463K | 0.04% | 142 |
|