GJWM
Gilliland Jeter Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.67M | Sell |
4,909
-61
| -1% | -$33.1K | 0.87% | 30 |
|
|
2025
Q1 | $2.46M | Sell |
4,970
-50
| -1% | -$24.8K | 0.87% | 32 |
|
|
2024
Q4 | $2.62M | Sell |
5,020
-19
| -0.4% | -$9.92K | 0.88% | 30 |
|
|
2024
Q3 | $2.48M | Buy |
5,039
+88
| +2% | +$43.2K | 0.8% | 31 |
|
|
2024
Q2 | $2.2M | Hold |
4,951
| – | – | 0.74% | 35 |
|
|
2024
Q1 | $1.98M | Hold |
4,951
| – | – | 0.69% | 37 |
|
|
2023
Q4 | $1.67M | Buy |
+4,951
| New | +$1.67M | 0.69% | 39 |
|