MAM
Morse Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.85M | Sell |
14,453
-335
| -2% | -$182K | 1.72% | 13 |
|
|
2025
Q1 | $7.32M | Sell |
14,788
-1,924
| -12% | -$953K | 1.85% | 15 |
|
|
2024
Q4 | $8.72M | Sell |
16,712
-109
| -0.6% | -$56.9K | 1.99% | 12 |
|
|
2024
Q3 | $8.26M | Sell |
16,821
-281
| -2% | -$138K | 1.78% | 14 |
|
|
2024
Q2 | $7.61M | Sell |
17,102
-350
| -2% | -$156K | 1.85% | 16 |
|
|
2024
Q1 | $6.97M | Buy |
17,452
+412
| +2% | +$164K | 1.78% | 16 |
|
|
2023
Q4 | $5.75M | Buy |
17,040
+310
| +2% | +$105K | 1.69% | 17 |
|
|
2023
Q3 | $4.89M | Sell |
16,730
-46
| -0.3% | -$13.4K | 1.55% | 20 |
|
|
2023
Q2 | $5.74M | Buy |
16,776
+613
| +4% | +$210K | 1.74% | 15 |
|
|
2023
Q1 | $4.13M | Buy |
16,163
+697
| +5% | +$178K | 1.4% | 24 |
|
|
2022
Q4 | $4.1M | Buy |
15,466
+497
| +3% | +$132K | 1.49% | 17 |
|
|
2022
Q3 | $2.81M | Sell |
14,969
-90
| -0.6% | -$16.9K | 1.06% | 26 |
|
|
2022
Q2 | $3.02M | Sell |
15,059
-190
| -1% | -$38.1K | 0.97% | 29 |
|
|
2022
Q1 | $4.6M | Sell |
15,249
-1,694
| -10% | -$511K | 1.14% | 26 |
|
|
2021
Q4 | $6.09M | Buy |
16,943
+11,370
| +204% | +$4.09M | 1.36% | 20 |
|
|
2021
Q3 | $5.54M | Buy |
5,573
+101
| +2% | +$100K | 1.32% | 19 |
|
|
2021
Q2 | $5.03M | Sell |
5,472
-5
| -0.1% | -$4.6K | 1.22% | 21 |
|
|
2021
Q1 | $4.05M | Buy |
5,477
+87
| +2% | +$64.3K | 1.04% | 26 |
|
|
2020
Q4 | $4.41M | Buy |
5,390
+95
| +2% | +$77.7K | 1.22% | 23 |
|
|
2020
Q3 | $3.76M | Buy |
5,295
+372
| +8% | +$264K | 1.2% | 21 |
|
|
2020
Q2 | $2.81M | Buy |
4,923
+125
| +3% | +$71.2K | 1% | 29 |
|
|
2020
Q1 | $2.38M | Buy |
4,798
+48
| +1% | +$23.8K | 1.13% | 24 |
|
|
2019
Q4 | $2.81M | Buy |
4,750
+3,066
| +182% | +$1.81M | 0.96% | 30 |
|
|
2019
Q3 | $909K | Sell |
1,684
-575
| -25% | -$310K | 0.34% | 68 |
|
|
2019
Q2 | $1.19M | Buy |
2,259
+395
| +21% | +$207K | 0.35% | 70 |
|
|
2019
Q1 | $1.06M | Buy |
1,864
+1,295
| +228% | +$739K | 0.32% | 69 |
|
|
2018
Q4 | $273K | Buy |
569
+4
| +0.7% | +$1.92K | 0.1% | 102 |
|
|
2018
Q3 | $324K | Buy |
565
+10
| +2% | +$5.74K | 0.09% | 109 |
|
|
2018
Q2 | $266K | Buy |
+555
| New | +$266K | 0.07% | 123 |
|