MWM
Moran Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
2,476
+757
| +44% | +$411K | 0.04% | 303 |
|
|
2025
Q1 | $851K | Sell |
1,719
-59
| -3% | -$29.2K | 0.03% | 316 |
|
|
2024
Q4 | $928K | Buy |
1,778
+29
| +2% | +$15.1K | 0.03% | 304 |
|
|
2024
Q3 | $859K | Buy |
1,749
+341
| +24% | +$168K | 0.03% | 306 |
|
|
2024
Q2 | $626K | Buy |
1,408
+366
| +35% | +$163K | 0.02% | 324 |
|
|
2024
Q1 | $416K | Buy |
1,042
+316
| +44% | +$126K | 0.01% | 340 |
|
|
2023
Q4 | $245K | Buy |
+726
| New | +$245K | 0.01% | 377 |
|
|
2023
Q1 | – | Sell |
-18,768
| Closed | -$4.98M | – | 364 |
|
|
2022
Q4 | $4.98M | Buy |
+18,768
| New | +$4.98M | 0.19% | 149 |
|