MA
MONECO Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $430K | Sell |
791
-279
| -26% | -$152K | 0.04% | 326 |
|
|
2025
Q1 | $530K | Sell |
1,070
-59
| -5% | -$29.2K | 0.05% | 271 |
|
|
2024
Q4 | $589K | Buy |
1,129
+85
| +8% | +$44.4K | 0.06% | 251 |
|
|
2024
Q3 | $513K | Buy |
1,044
+59
| +6% | +$29K | 0.06% | 254 |
|
|
2024
Q2 | $438K | Sell |
985
-27
| -3% | -$12K | 0.06% | 255 |
|
|
2024
Q1 | $404K | Buy |
1,012
+35
| +4% | +$14K | 0.06% | 267 |
|
|
2023
Q4 | $330K | Buy |
977
+6
| +0.6% | +$2.02K | 0.06% | 273 |
|
|
2023
Q3 | $284K | Buy |
971
+8
| +0.8% | +$2.34K | 0.08% | 261 |
|
|
2023
Q2 | $329K | Sell |
963
-1
| -0.1% | -$342 | 0.09% | 239 |
|
|
2023
Q1 | $246K | Buy |
964
+33
| +4% | +$8.43K | 0.07% | 279 |
|
|
2022
Q4 | $247K | Buy |
+931
| New | +$247K | 0.09% | 217 |
|
|
2022
Q2 | – | Sell |
-836
| Closed | -$252K | – | 255 |
|
|
2022
Q1 | $252K | Buy |
836
+8
| +1% | +$2.41K | 0.09% | 206 |
|
|
2021
Q4 | $236K | Buy |
828
+536
| +184% | -$13.7K | 0.09% | 214 |
|
|
2021
Q3 | $290K | Buy |
292
+28
| +11% | +$27.8K | 0.11% | 188 |
|
|
2021
Q2 | $243K | Buy |
+264
| New | +$243K | 0.11% | 184 |
|
|
2021
Q1 | – | Sell |
-260
| Closed | -$211K | – | 222 |
|
|
2020
Q4 | $211K | Buy |
+260
| New | +$211K | 0.12% | 170 |
|