Mount Yale Investment Advisors’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 | $973K | Buy |
1,791
+1,229
| +219% | +$668K | 0.08% | 208 |
|
|
2025
Q1 | $278K | Buy |
562
+78
| +16% | +$38.6K | 0.02% | 459 |
|
|
2024
Q4 | $253K | Buy |
484
+26
| +6% | +$13.6K | 0.02% | 486 |
|
|
2024
Q3 | $225K | Buy |
+458
| New | +$225K | 0.02% | 502 |
|
|
2018
Q4 | – | Sell |
-540
| Closed | -$98K | – | 527 |
|
|
2018
Q3 | $98K | Buy |
540
+165
| +44% | +$29.9K | 0.02% | 450 |
|
|
2018
Q2 | $60K | Buy |
375
+207
| +123% | +$33.1K | 0.01% | 596 |
|
|
2018
Q1 | $23K | Buy |
+168
| New | +$23K | ﹤0.01% | 740 |
|