SMA
Sage Mountain Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.22M | Buy |
2,238
+296
| +15% | +$161K | 0.08% | 118 |
|
|
2025
Q1 | $962K | Buy |
1,942
+73
| +4% | +$36.2K | 0.07% | 124 |
|
|
2024
Q4 | $976K | Buy |
1,869
+25
| +1% | +$13.1K | 0.07% | 120 |
|
|
2024
Q3 | $906K | Buy |
1,844
+89
| +5% | +$43.7K | 0.08% | 122 |
|
|
2024
Q2 | $781K | Buy |
1,755
+387
| +28% | +$172K | 0.07% | 117 |
|
|
2024
Q1 | $546K | Buy |
1,368
+38
| +3% | +$15.2K | 0.06% | 146 |
|
|
2023
Q4 | $449K | Buy |
1,330
+77
| +6% | +$26K | 0.05% | 144 |
|
|
2023
Q3 | $366K | Buy |
1,253
+90
| +8% | +$26.3K | 0.05% | 154 |
|
|
2023
Q2 | $398K | Sell |
1,163
-9
| -0.8% | -$3.08K | 0.06% | 141 |
|
|
2023
Q1 | $299K | Buy |
+1,172
| New | +$299K | 0.05% | 169 |
|