Intuitive Surgical shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Intuitive Surgical
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Quarterly reported holdings in Intuitive Surgical by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $746k | 1.7k | 447.23 |
| 2025-06-30 | $1.1M | 2.0k | 543.41 |
| 2025-03-31 | $1.1M | 2.2k | 495.27 |
| 2024-12-31 | $1.2M | 2.2k | 521.96 |
| 2024-09-30 | $1.1M | 2.2k | 491.27 |
| 2024-06-30 | $983k | 2.2k | 444.85 |
| 2024-03-31 | $882k | 2.2k | 399.09 |
| 2023-12-31 | $746k | 2.2k | 337.36 |
| 2023-09-30 | $646k | 2.2k | 292.29 |
| 2023-06-30 | $756k | 2.2k | 341.94 |
| 2023-03-31 | $565k | 2.2k | 255.47 |
| 2022-12-31 | $586k | 2.2k | 265.35 |
| 2022-09-30 | $414k | 2.2k | 187.44 |
| 2022-06-30 | $429k | 2.1k | 200.71 |
| 2022-03-31 | $644k | 2.1k | 301.68 |
| 2021-12-31 | $763k | 2.1k | 359.30 |
| 2021-09-30 | $701k | 705 | 994.15 |
| 2021-06-30 | $648k | 705 | 919.64 |
| 2021-03-31 | $521k | 705 | 738.94 |
| 2020-12-31 | $577k | 705 | 818.10 |
| 2020-09-30 | $500k | 705 | 709.54 |
| 2020-06-30 | $402k | 705 | 569.83 |
| 2020-03-31 | $321k | 649 | 495.21 |
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