MA
Mutual Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $796K | Buy |
1,605
+86
| +6% | +$42.6K | 0.02% | 602 |
|
|
2025
Q1 | $782K | Sell |
1,519
-230
| -13% | -$118K | 0.02% | 542 |
|
|
2024
Q4 | $1.02M | Sell |
1,749
-27
| -2% | -$15.8K | 0.03% | 475 |
|
|
2024
Q3 | $909K | Buy |
1,776
+450
| +34% | +$230K | 0.03% | 511 |
|
|
2024
Q2 | $588K | Sell |
1,326
-127
| -9% | -$56.3K | 0.02% | 644 |
|
|
2024
Q1 | $580K | Buy |
1,453
+760
| +110% | +$303K | 0.02% | 647 |
|
|
2023
Q4 | $234K | Sell |
693
-141
| -17% | -$47.6K | 0.01% | 909 |
|
|
2023
Q3 | $244K | Buy |
834
+182
| +28% | +$53.2K | 0.01% | 856 |
|
|
2023
Q2 | $223K | Sell |
652
-234
| -26% | -$80K | 0.01% | 911 |
|
|
2023
Q1 | $226K | Buy |
886
+27
| +3% | +$6.9K | 0.01% | 877 |
|
|
2022
Q4 | $228K | Buy |
+859
| New | +$228K | 0.01% | 828 |
|
|
2022
Q2 | – | Sell |
-812
| Closed | -$245K | – | 863 |
|
|
2022
Q1 | $245K | Sell |
812
-51
| -6% | -$15.4K | 0.01% | 768 |
|
|
2021
Q4 | $310K | Buy |
863
+604
| +233% | +$217K | 0.02% | 734 |
|
|
2021
Q3 | $257K | Buy |
+259
| New | +$257K | 0.02% | 751 |
|
|
2020
Q4 | – | Sell |
-300
| Closed | -$213K | – | 748 |
|
|
2020
Q3 | $213K | Buy |
+300
| New | +$213K | 0.02% | 623 |
|