Mogy Joel R Investment Counsel’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 | $37.3M | Buy |
68,678
+840
| +1% | +$456K | 2.16% | 17 |
|
|
2025
Q1 | $33.6M | Buy |
67,838
+932
| +1% | +$462K | 2.16% | 17 |
|
|
2024
Q4 | $34.9M | Buy |
66,906
+800
| +1% | +$418K | 2.08% | 16 |
|
|
2024
Q3 | $32.5M | Buy |
66,106
+78
| +0.1% | +$38.3K | 1.99% | 19 |
|
|
2024
Q2 | $29.4M | Sell |
66,028
-30
| -0% | -$13.3K | 1.86% | 20 |
|
|
2024
Q1 | $26.4M | Sell |
66,058
-45
| -0.1% | -$18K | 1.79% | 20 |
|
|
2023
Q4 | $22.3M | Sell |
66,103
-903
| -1% | -$305K | 1.68% | 21 |
|
|
2023
Q3 | $19.6M | Sell |
67,006
-59
| -0.1% | -$17.2K | 1.65% | 22 |
|
|
2023
Q2 | $22.9M | Buy |
67,065
+32
| +0% | +$10.9K | 1.82% | 22 |
|
|
2023
Q1 | $17.1M | Buy |
67,033
+182
| +0.3% | +$46.5K | 1.52% | 23 |
|
|
2022
Q4 | $17.7M | Buy |
66,851
+143
| +0.2% | +$37.9K | 1.77% | 22 |
|
|
2022
Q3 | $12.5M | Buy |
66,708
+411
| +0.6% | +$77K | 1.31% | 23 |
|
|
2022
Q2 | $13.3M | Buy |
66,297
+628
| +1% | +$126K | 1.31% | 24 |
|
|
2022
Q1 | $19.8M | Buy |
65,669
+344
| +0.5% | +$104K | 1.57% | 23 |
|
|
2021
Q4 | $23.5M | Buy |
65,325
+345
| +0.5% | +$124K | 1.68% | 23 |
|
|
2021
Q3 | $21.5M | Buy |
64,980
+888
| +1% | +$294K | 1.76% | 20 |
|
|
2021
Q2 | $19.6M | Buy |
64,092
+1,824
| +3% | +$559K | 1.66% | 23 |
|
|
2021
Q1 | $15.3M | Buy |
62,268
+2,469
| +4% | +$608K | 1.47% | 24 |
|
|
2020
Q4 | $16.3M | Buy |
59,799
+54
| +0.1% | +$14.7K | 1.61% | 24 |
|
|
2020
Q3 | $14.1M | Buy |
59,745
+609
| +1% | +$144K | 1.52% | 23 |
|
|
2020
Q2 | $11.2M | Sell |
59,136
-1,218
| -2% | -$231K | 1.34% | 25 |
|
|
2020
Q1 | $9.96M | Buy |
60,354
+237
| +0.4% | +$39.1K | 1.42% | 24 |
|
|
2019
Q4 | $11.8M | Buy |
60,117
+360
| +0.6% | +$70.9K | 1.42% | 25 |
|
|
2019
Q3 | $10.8M | Buy |
59,757
+27
| +0% | +$4.86K | 1.36% | 28 |
|
|
2019
Q2 | $10.4M | Buy |
59,730
+657
| +1% | +$115K | 1.36% | 26 |
|
|
2019
Q1 | $11.2M | Buy |
59,073
+3,933
| +7% | +$748K | 1.52% | 24 |
|
|
2018
Q4 | $8.8M | Buy |
55,140
+1,095
| +2% | +$175K | 1.37% | 26 |
|
|
2018
Q3 | $10.3M | Buy |
54,045
+477
| +0.9% | +$91.3K | 1.39% | 25 |
|
|
2018
Q2 | $8.54M | Buy |
53,568
+1,323
| +3% | +$211K | 1.26% | 28 |
|
|
2018
Q1 | $7.19M | Buy |
52,245
+1,530
| +3% | +$211K | 1.12% | 30 |
|
|
2017
Q4 | $6.17M | Buy |
50,715
+5,625
| +12% | +$684K | 0.97% | 33 |
|
|
2017
Q3 | $5.24M | Buy |
45,090
+225
| +0.5% | +$26.1K | 0.87% | 35 |
|
|
2017
Q2 | $4.66M | Buy |
44,865
+1,971
| +5% | +$205K | 0.8% | 38 |
|
|
2017
Q1 | $3.65M | Buy |
42,894
+2,448
| +6% | +$208K | 0.63% | 42 |
|
|
2016
Q4 | $2.85M | Buy |
40,446
+3,960
| +11% | +$279K | 0.52% | 51 |
|
|
2016
Q3 | $2.94M | Sell |
36,486
-1,260
| -3% | -$101K | 0.54% | 51 |
|
|
2016
Q2 | $2.77M | Buy |
37,746
+594
| +2% | +$43.7K | 0.51% | 49 |
|
|
2016
Q1 | $2.48M | Buy |
37,152
+33,759
| +995% | +$2.25M | 0.46% | 53 |
|
|
2015
Q4 | $2.06K | Sell |
3,393
-25,389
| -88% | -$15.4K | 0.39% | 57 |
|
|
2015
Q3 | $1.47M | Buy |
28,782
+3,600
| +14% | +$184K | 0.29% | 69 |
|
|
2015
Q2 | $1.36M | Hold |
25,182
| – | – | 0.26% | 70 |
|
|
2015
Q1 | $1.41M | Buy |
25,182
+630
| +3% | +$35.4K | 0.26% | 70 |
|
|
2014
Q4 | $1.44M | Hold |
24,552
| – | – | 0.27% | 70 |
|
|
2014
Q3 | $1.26M | Sell |
24,552
-900
| -4% | -$46.2K | 0.25% | 71 |
|
|
2014
Q2 | $1.17M | Buy |
25,452
+900
| +4% | +$41.2K | 0.23% | 74 |
|
|
2014
Q1 | $1.2M | Sell |
24,552
-540
| -2% | -$26.3K | 0.25% | 72 |
|
|
2013
Q4 | $1.07M | Sell |
25,092
-180
| -0.7% | -$7.68K | 0.23% | 74 |
|
|
2013
Q3 | $1.06M | Buy |
25,272
+5,220
| +26% | +$218K | 0.24% | 71 |
|
|
2013
Q2 | $1.13M | Buy |
+20,052
| New | +$1.13M | 0.27% | 69 |
|