Moseley 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.16M | Buy |
2,136
+23
| +1% | +$12.5K | 0.4% | 54 |
|
|
2025
Q1 | $1.05M | Sell |
2,113
-26
| -1% | -$12.9K | 0.41% | 57 |
|
|
2024
Q4 | $1.12M | Buy |
2,139
+51
| +2% | +$26.6K | 0.44% | 54 |
|
|
2024
Q3 | $1.03M | Sell |
2,088
-56
| -3% | -$27.5K | 0.41% | 59 |
|
|
2024
Q2 | $954K | Sell |
2,144
-235
| -10% | -$105K | 0.44% | 55 |
|
|
2024
Q1 | $949K | Sell |
2,379
-112
| -4% | -$44.7K | 0.47% | 55 |
|
|
2023
Q4 | $840K | Sell |
2,491
-12
| -0.5% | -$4.05K | 0.47% | 54 |
|
|
2023
Q3 | $732K | Buy |
2,503
+90
| +4% | +$26.3K | 0.44% | 56 |
|
|
2023
Q2 | $825K | Buy |
2,413
+60
| +3% | +$20.5K | 0.48% | 53 |
|
|
2023
Q1 | $601K | Buy |
2,353
+260
| +12% | +$66.4K | 0.39% | 65 |
|
|
2022
Q4 | $555K | Buy |
2,093
+8
| +0.4% | +$2.12K | 0.4% | 64 |
|
|
2022
Q3 | $391K | Buy |
2,085
+618
| +42% | +$116K | 0.29% | 87 |
|
|
2022
Q2 | $294K | Buy |
1,467
+52
| +4% | +$10.4K | 0.21% | 111 |
|
|
2022
Q1 | $427K | Sell |
1,415
-605
| -30% | -$183K | 0.23% | 104 |
|
|
2021
Q4 | $726K | Buy |
2,020
+19
| +0.9% | +$6.83K | 0.33% | 81 |
|
|
2021
Q3 | $673K | Sell |
2,001
-48
| -2% | -$16.1K | 0.34% | 80 |
|
|
2021
Q2 | $628K | Buy |
2,049
+153
| +8% | +$46.9K | 0.31% | 82 |
|
|
2021
Q1 | $467K | Buy |
1,896
+462
| +32% | +$114K | 0.26% | 96 |
|
|
2020
Q4 | $391K | Buy |
1,434
+375
| +35% | +$102K | 0.23% | 105 |
|
|
2020
Q3 | $250K | Buy |
+1,059
| New | +$250K | 0.18% | 114 |
|
|
2019
Q3 | – | Sell |
-1,164
| Closed | -$204K | – | 116 |
|
|
2019
Q2 | $204K | Buy |
+1,164
| New | +$204K | 0.19% | 124 |
|