MLL
Moody Lynn & Lieberson’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.06M | Sell |
7,470
-7,376
| -50% | -$4.01M | 0.23% | 67 |
|
|
2025
Q1 | $7.35M | Buy |
14,846
+98
| +0.7% | +$48.5K | 0.47% | 43 |
|
|
2024
Q4 | $7.7M | Sell |
14,748
-238
| -2% | -$124K | 0.47% | 42 |
|
|
2024
Q3 | $7.36M | Sell |
14,986
-231
| -2% | -$113K | 0.45% | 46 |
|
|
2024
Q2 | $6.77M | Buy |
15,217
+33
| +0.2% | +$14.7K | 0.44% | 46 |
|
|
2024
Q1 | $6.06M | Buy |
15,184
+8,457
| +126% | +$3.38M | 0.41% | 46 |
|
|
2023
Q4 | $2.27M | Sell |
6,727
-3,265
| -33% | -$1.1M | 0.17% | 83 |
|
|
2023
Q3 | $2.92M | Sell |
9,992
-7,301
| -42% | -$2.13M | 0.25% | 68 |
|
|
2023
Q2 | $5.91M | Buy |
17,293
+9,774
| +130% | +$3.34M | 0.48% | 49 |
|
|
2023
Q1 | $1.92M | Sell |
7,519
-275
| -4% | -$70.3K | 0.17% | 85 |
|
|
2022
Q4 | $2.07M | Hold |
7,794
| – | – | 0.19% | 83 |
|
|
2022
Q3 | $1.46M | Sell |
7,794
-4,798
| -38% | -$899K | 0.14% | 89 |
|
|
2022
Q2 | $2.53M | Sell |
12,592
-4,002
| -24% | -$803K | 0.23% | 76 |
|
|
2022
Q1 | $5.01M | Sell |
16,594
-13,206
| -44% | -$3.98M | 0.37% | 59 |
|
|
2021
Q4 | $10.7M | Buy |
29,800
+7
| +0% | +$2.52K | 0.72% | 42 |
|
|
2021
Q3 | $9.87M | Buy |
29,793
+20,409
| +217% | +$6.76M | 0.74% | 40 |
|
|
2021
Q2 | $8.63M | Buy |
9,384
+3,957
| +73% | +$3.64M | 0.65% | 46 |
|
|
2021
Q1 | $4.01M | Sell |
5,427
-8,376
| -61% | -$6.19M | 0.33% | 67 |
|
|
2020
Q4 | $11.3M | Sell |
13,803
-90
| -0.6% | -$73.6K | 0.97% | 35 |
|
|
2020
Q3 | $9.86M | Buy |
13,893
+2,923
| +27% | +$2.07M | 0.98% | 33 |
|
|
2020
Q2 | $6.25M | Buy |
10,970
+5,274
| +93% | +$3.01M | 0.68% | 41 |
|
|
2020
Q1 | $2.82K | Sell |
5,696
-521
| -8% | -$258 | 0.39% | 52 |
|
|
2019
Q4 | $3.68M | Buy |
6,217
+18
| +0.3% | +$10.6K | 0.35% | 72 |
|
|
2019
Q3 | $3.35M | Sell |
6,199
-7,084
| -53% | -$3.82M | 0.37% | 65 |
|
|
2019
Q2 | $6.97M | Sell |
13,283
-4,442
| -25% | -$2.33M | 0.77% | 46 |
|
|
2019
Q1 | $10.1M | Buy |
17,725
+248
| +1% | +$142K | 1.16% | 31 |
|
|
2018
Q4 | $8.37M | Buy |
17,477
+6,190
| +55% | +$2.96M | 1.13% | 30 |
|
|
2018
Q3 | $6.48M | Sell |
11,287
-1,805
| -14% | -$1.04M | 0.69% | 46 |
|
|
2018
Q2 | $6.26M | Buy |
13,092
+3,411
| +35% | +$1.63M | 0.74% | 43 |
|
|
2018
Q1 | $4M | Sell |
9,681
-1,016
| -9% | -$419K | 0.48% | 55 |
|
|
2017
Q4 | $4.58M | Buy |
+10,697
| New | +$4.58M | 0.49% | 54 |
|
|
2016
Q3 | – | Sell |
-2,431
| Closed | -$1.61M | – | 176 |
|
|
2016
Q2 | $1.61M | Buy |
+2,431
| New | +$1.61M | 0.29% | 64 |
|