Morningstar Investment Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-855
| Closed | -$380K | – | 229 |
|
|
2024
Q2 | $380K | Hold |
855
| – | – | 0.04% | 145 |
|
|
2024
Q1 | $341K | Hold |
855
| – | – | 0.04% | 149 |
|
|
2023
Q4 | $288K | Sell |
855
-53
| -6% | -$17.9K | 0.03% | 157 |
|
|
2023
Q3 | $265K | Hold |
908
| – | – | 0.04% | 135 |
|
|
2023
Q2 | $310K | Buy |
+908
| New | +$310K | 0.04% | 126 |
|