MAG
Mokosak Advisory Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $346K | Hold |
636
| – | – | 0.1% | 24 |
|
|
2025
Q1 | $315K | Hold |
636
| – | – | 0.1% | 23 |
|
|
2024
Q4 | $332K | Sell |
636
-304
| -32% | -$159K | 0.1% | 23 |
|
|
2024
Q3 | $462K | Hold |
940
| – | – | 0.14% | 19 |
|
|
2024
Q2 | $418K | Hold |
940
| – | – | 0.14% | 20 |
|
|
2024
Q1 | $375K | Sell |
940
-18
| -2% | -$7.18K | 0.12% | 20 |
|
|
2023
Q4 | $323K | Hold |
958
| – | – | 0.12% | 22 |
|
|
2023
Q3 | $280K | Buy |
958
+304
| +46% | +$88.9K | 0.11% | 22 |
|
|
2023
Q2 | $224K | Buy |
+654
| New | +$224K | 0.09% | 24 |
|
|
2022
Q1 | – | Sell |
-654
| Closed | -$235K | – | 27 |
|
|
2021
Q4 | $235K | Buy |
654
+446
| +214% | +$160K | 0.09% | 24 |
|
|
2021
Q3 | $208K | Buy |
+208
| New | +$208K | 0.09% | 25 |
|