MV Capital 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 | $289K | Hold |
532
| – | – | 0.03% | 154 |
|
2025
Q1 | $263K | Buy |
532
+256
| +93% | +$127K | 0.03% | 154 |
|
2024
Q4 | $144K | Sell |
276
-1
| -0.4% | -$522 | 0.02% | 191 |
|
2024
Q3 | $136K | Buy |
277
+7
| +3% | +$3.44K | 0.01% | 204 |
|
2024
Q2 | $120K | Buy |
270
+13
| +5% | +$5.78K | 0.01% | 206 |
|
2024
Q1 | $103K | Buy |
257
+1
| +0.4% | +$399 | 0.01% | 221 |
|
2023
Q4 | $86.4K | Buy |
256
+3
| +1% | +$1.01K | 0.01% | 236 |
|
2023
Q3 | $74K | Buy |
253
+8
| +3% | +$2.34K | 0.01% | 238 |
|
2023
Q2 | $83.8K | Buy |
245
+5
| +2% | +$1.71K | 0.01% | 226 |
|
2023
Q1 | $61.3K | Buy |
240
+21
| +10% | +$5.37K | 0.01% | 257 |
|
2022
Q4 | $58.1K | Sell |
219
-53
| -19% | -$14.1K | 0.01% | 210 |
|
2022
Q3 | $51K | Buy |
272
+100
| +58% | +$18.8K | 0.01% | 215 |
|
2022
Q2 | $35K | Buy |
172
+100
| +139% | +$20.3K | 0.01% | 249 |
|
2022
Q1 | $22K | Sell |
72
-60
| -45% | -$18.3K | ﹤0.01% | 326 |
|
2021
Q4 | $47K | Buy |
132
+42
| +47% | +$15K | 0.01% | 220 |
|
2021
Q3 | $30K | Buy |
90
+36
| +67% | +$12K | 0.01% | 258 |
|
2021
Q2 | $17K | Buy |
54
+45
| +500% | +$14.2K | ﹤0.01% | 296 |
|
2021
Q1 | $2K | Buy |
+9
| New | +$2K | ﹤0.01% | 305 |
|
2019
Q1 | – | Sell |
-18
| Closed | -$3K | – | 358 |
|
2018
Q4 | $3K | Sell |
18
-39
| -68% | -$6.5K | ﹤0.01% | 290 |
|
2018
Q3 | $11K | Hold |
57
| – | – | ﹤0.01% | 237 |
|
2018
Q2 | $9K | Hold |
57
| – | – | ﹤0.01% | 256 |
|
2018
Q1 | $8K | Buy |
57
+3
| +6% | +$421 | ﹤0.01% | 261 |
|
2017
Q4 | $7K | Buy |
54
+18
| +50% | +$2.33K | ﹤0.01% | 280 |
|
2017
Q3 | $4K | Buy |
+36
| New | +$4K | ﹤0.01% | 308 |
|
2015
Q3 | – | Sell |
-468
| Closed | -$25K | – | 331 |
|
2015
Q2 | $25K | Buy |
468
+162
| +53% | +$8.65K | 0.01% | 239 |
|
2015
Q1 | $17K | Hold |
306
| – | – | 0.01% | 247 |
|
2014
Q4 | $18K | Buy |
+306
| New | +$18K | 0.01% | 238 |
|