Moneta Group Investment Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $776K | Sell |
1,428
-15
| -1% | -$8.15K | 0.01% | 351 |
|
|
2025
Q1 | $715K | Sell |
1,443
-314
| -18% | -$156K | 0.01% | 341 |
|
|
2024
Q4 | $917K | Buy |
1,757
+1
| +0.1% | +$522 | 0.01% | 296 |
|
|
2024
Q3 | $863K | Sell |
1,756
-119
| -6% | -$58.5K | 0.01% | 298 |
|
|
2024
Q2 | $834K | Buy |
1,875
+1,211
| +182% | +$539K | 0.01% | 293 |
|
|
2024
Q1 | $265K | Buy |
+664
| New | +$265K | ﹤0.01% | 521 |
|
|
2018
Q1 | – | Sell |
-6
| Closed | -$1K | – | 664 |
|
|
2017
Q4 | $1K | Buy |
+6
| New | +$1K | ﹤0.01% | 415 |
|
|
2015
Q4 | – | Sell |
-198
| Closed | -$10K | – | 276 |
|
|
2015
Q3 | $10K | Buy |
+198
| New | +$10K | ﹤0.01% | 417 |
|