MA
Montag & Associates’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.55M | Sell |
15,728
-311
| -2% | -$169K | 0.42% | 63 |
|
|
2025
Q1 | $7.94M | Sell |
16,039
-390
| -2% | -$193K | 0.4% | 61 |
|
|
2024
Q4 | $8.58M | Sell |
16,429
-3,235
| -16% | -$1.69M | 0.41% | 57 |
|
|
2024
Q3 | $9.66M | Buy |
19,664
+306
| +2% | +$150K | 0.46% | 58 |
|
|
2024
Q2 | $8.61M | Sell |
19,358
-133
| -0.7% | -$59.2K | 0.43% | 61 |
|
|
2024
Q1 | $7.78M | Hold |
19,491
| – | – | 0.39% | 64 |
|
|
2023
Q4 | $6.58M | Buy |
19,491
+393
| +2% | +$133K | 0.37% | 71 |
|
|
2023
Q3 | $5.58M | Sell |
19,098
-2,948
| -13% | -$862K | 0.35% | 71 |
|
|
2023
Q2 | $7.54M | Sell |
22,046
-56
| -0.3% | -$19.1K | 0.46% | 55 |
|
|
2023
Q1 | $5.65M | Sell |
22,102
-1,030
| -4% | -$263K | 0.37% | 70 |
|
|
2022
Q4 | $6.14M | Sell |
23,132
-2,610
| -10% | -$693K | 0.41% | 65 |
|
|
2022
Q3 | $4.83M | Sell |
25,742
-6,053
| -19% | -$1.13M | 0.33% | 81 |
|
|
2022
Q2 | $6.38M | Sell |
31,795
-667
| -2% | -$134K | 0.41% | 63 |
|
|
2022
Q1 | $9.79M | Buy |
32,462
+3,840
| +13% | +$1.16M | 0.52% | 45 |
|
|
2021
Q4 | $10.3M | Buy |
28,622
+19,057
| +199% | +$6.85M | 0.51% | 50 |
|
|
2021
Q3 | $9.51M | Sell |
9,565
-1,244
| -12% | -$1.24M | 0.51% | 47 |
|
|
2021
Q2 | $9.94M | Sell |
10,809
-1,717
| -14% | -$1.58M | 0.53% | 43 |
|
|
2021
Q1 | $9.26M | Sell |
12,526
-4,732
| -27% | -$3.5M | 0.52% | 50 |
|
|
2020
Q4 | $14.1M | Buy |
17,258
+1,238
| +8% | +$1.01M | 0.87% | 28 |
|
|
2020
Q3 | $11.4M | Buy |
16,020
+47
| +0.3% | +$33.3K | 0.92% | 27 |
|
|
2020
Q2 | $9.1M | Buy |
15,973
+1,940
| +14% | +$1.11M | 0.8% | 32 |
|
|
2020
Q1 | $6.95M | Buy |
+14,033
| New | +$6.95M | 0.69% | 41 |
|