Moneta Group Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Moneta Group Investment Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$776K	Sell
2025 Q1	$715K	Sell
2024 Q4	$917K	Buy
2024 Q3	$863K	Sell
2024 Q2	$834K	Buy
2024 Q1	$265K	Buy
2018 Q1	–	Sell
2017 Q4	$1K	Buy
2015 Q4	–	Sell
2015 Q3	$10K	Buy