Intuitive Surgical shares owned by UMA Financial Services
Quarter-by-quarter ownership of Intuitive Surgical (ISRG) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Intuitive Surgical
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All positions including Intuitive Surgical held by UMA Financial Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Intuitive Surgical by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $376k | 786 | 478.47 |
| 2024-06-30 | $361k | 824 | 438.01 |
| 2024-03-31 | $321k | 849 | 378.55 |
| 2023-12-31 | $319k | 849 | 375.81 |
| 2023-09-30 | $251k | 851 | 294.49 |
| 2023-06-30 | $286k | 851 | 336.03 |
| 2023-03-31 | $271k | 909 | 298.57 |
| 2022-12-31 | $235k | 909 | 257.98 |
| 2021-12-31 | $225k | 695 | 323.74 |
| 2021-09-30 | $230k | 695 | 330.94 |