MSAM
Moloney Securities Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $385K | Sell |
709
-631
| -47% | -$343K | 0.05% | 313 |
|
|
2025
Q1 | $664K | Buy |
+1,340
| New | +$664K | 0.09% | 219 |
|
|
2024
Q1 | – | Sell |
-1,204
| Closed | -$406K | – | 480 |
|
|
2023
Q4 | $406K | Buy |
+1,204
| New | +$406K | 0.06% | 278 |
|
|
2023
Q3 | – | Sell |
-1,981
| Closed | -$677K | – | 442 |
|
|
2023
Q2 | $677K | Buy |
1,981
+142
| +8% | +$48.6K | 0.12% | 201 |
|
|
2023
Q1 | $470K | Buy |
1,839
+970
| +112% | +$248K | 0.09% | 247 |
|
|
2022
Q4 | $231K | Sell |
869
-1,000
| -54% | -$265K | 0.05% | 337 |
|
|
2022
Q3 | $350K | Buy |
1,869
+210
| +13% | +$39.3K | 0.08% | 244 |
|
|
2022
Q2 | $333K | Buy |
+1,659
| New | +$333K | 0.08% | 252 |
|