SAM
S.A. Mason’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $503K | Buy |
925
+430
| +87% | +$234K | 0.24% | 92 |
|
|
2025
Q1 | $245K | Hold |
495
| – | – | 0.13% | 153 |
|
|
2024
Q4 | $258K | Buy |
495
+20
| +4% | +$10.4K | 0.14% | 146 |
|
|
2024
Q3 | $233K | Buy |
475
+10
| +2% | +$4.91K | 0.12% | 158 |
|
|
2024
Q2 | $207K | Hold |
465
| – | – | 0.12% | 160 |
|
|
2024
Q1 | $186K | Hold |
465
| – | – | 0.11% | 162 |
|
|
2023
Q4 | $157K | Hold |
465
| – | – | 0.11% | 167 |
|
|
2023
Q3 | $136K | Hold |
465
| – | – | 0.1% | 174 |
|
|
2023
Q2 | $119K | Hold |
465
| – | – | 0.09% | 187 |
|
|
2023
Q1 | $119K | Hold |
465
| – | – | 0.09% | 187 |
|
|
2022
Q4 | $123K | Buy |
+465
| New | +$123K | 0.09% | 179 |
|
|
2022
Q2 | – | Sell |
-465
| Closed | -$140K | – | 328 |
|
|
2022
Q1 | $140K | Hold |
465
| – | – | 0.09% | 185 |
|
|
2021
Q4 | $167K | Buy |
465
+310
| +200% | +$111K | 0.1% | 174 |
|
|
2021
Q3 | $154K | Hold |
155
| – | – | 0.1% | 172 |
|
|
2021
Q2 | $143K | Hold |
155
| – | – | 0.1% | 178 |
|
|
2021
Q1 | $115K | Hold |
155
| – | – | 0.09% | 185 |
|
|
2020
Q4 | $127K | Buy |
155
+10
| +7% | +$8.19K | 0.11% | 169 |
|
|
2020
Q3 | $103K | Sell |
145
-1
| -0.7% | -$710 | 0.1% | 167 |
|
|
2020
Q2 | $83K | Hold |
146
| – | – | 0.09% | 181 |
|
|
2020
Q1 | $72K | Buy |
146
+1
| +0.7% | +$493 | 0.09% | 176 |
|
|
2019
Q4 | $86K | Buy |
+145
| New | +$86K | 0.08% | 190 |
|