Montag & Associates’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
Q2 | $8.55M | Sell |
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|
2025
Q1 | $7.94M | Sell |
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|
2024
Q4 | $8.58M | Sell |
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|
2024
Q3 | $9.66M | Buy |
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|
2024
Q2 | $8.61M | Sell |
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|
2024
Q1 | $7.78M | Hold |
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|
2023
Q4 | $6.58M | Buy |
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|
2023
Q3 | $5.58M | Sell |
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|
2023
Q2 | $7.54M | Sell |
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|
2023
Q1 | $5.65M | Sell |
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|
2022
Q4 | $6.14M | Sell |
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|
2022
Q3 | $4.83M | Sell |
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|
2022
Q2 | $6.38M | Sell |
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|
2022
Q1 | $9.79M | Buy |
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|
2021
Q4 | $10.3M | Sell |
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|
2021
Q3 | $9.51M | Sell |
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|
2021
Q2 | $9.94M | Sell |
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|
2021
Q1 | $9.26M | Sell |
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|
2020
Q4 | $14.1M | Buy |
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|
2020
Q3 | $11.4M | Buy |
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|
2020
Q2 | $9.1M | Buy |
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|
2020
Q1 | $6.95M | Buy |
|