Moneta Group Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $1.3M | Buy |
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|
2025
Q3 | $866K | Buy |
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|
2025
Q2 | $776K | Sell |
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|
2025
Q1 | $715K | Sell |
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|
2024
Q4 | $917K | Buy |
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|
2024
Q3 | $863K | Sell |
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|
2024
Q2 | $834K | Buy |
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|
2024
Q1 | $265K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $1K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $10K | Buy |
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