Security Asset Management’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
$901K Buy
3,525
+185
+6% +$45.6K 0.53% 47
2022
Q4
$886K Hold
3,340
0.49% 46
2022
Q3
$626K Buy
+3,340
New +$717K 0.38% 48

Other funds holding ISRG

Security Asset Management's ISRG Position: Q1 2023 in Review

Security Asset Management increased its Intuitive Surgical (ISRG) stake by 5.5% in Q1 2023, buying an estimated $45.6K and bringing the position to 3,525 shares worth $901K. The position accounts for 0.53% of the portfolio, ranked #47.

Security Asset Management first reported a position in ISRG in Q3 2022 and has held it in 3 quarters since. 1,411 funds tracked by Wall St. Rank hold ISRG as of Q1 2023.

  • Security Asset Management held 3,525 shares of Intuitive Surgical worth $901K as of Q1 2023.
  • Security Asset Management bought 185 Intuitive Surgical shares in Q1 2023, an estimated $45.6K.
  • Intuitive Surgical made up 0.53% of Security Asset Management's portfolio in Q1 2023, its #47 holding.
  • Security Asset Management first reported a position in Intuitive Surgical in Q3 2022 and has held it in 3 quarters since.
  • 1,411 funds tracked by Wall St. Rank held Intuitive Surgical as of Q1 2023.

Based on Security Asset Management's 13F filing for Q1 2023, filed 12 May 2023.