Morningstar Investment Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,733
| Closed | -$830K | – | 258 |
|
|
2024
Q3 | $830K | Buy |
1,733
+330
| +24% | +$158K | 0.01% | 225 |
|
|
2024
Q2 | $624K | Buy |
1,403
+445
| +46% | +$198K | 0.01% | 233 |
|
|
2024
Q1 | $383K | Sell |
958
-516
| -35% | -$206K | ﹤0.01% | 261 |
|
|
2023
Q4 | $499K | Buy |
+1,474
| New | +$499K | ﹤0.01% | 286 |
|
|
2014
Q1 | – | Sell |
-38,502
| Closed | -$1.64M | – | 208 |
|
|
2013
Q4 | $1.64M | Buy |
+38,502
| New | +$1.64M | 0.12% | 132 |
|