JAWM
J. Arnold Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $20.6M | Buy |
61,081
+2,214
| +4% | +$747K | 7.02% | 6 |
|
|
2023
Q3 | $17.2M | Buy |
58,867
+1,420
| +2% | +$415K | 6.96% | 5 |
|
|
2023
Q2 | $19.6M | Buy |
57,447
+3,254
| +6% | +$1.11M | 8.31% | 5 |
|
|
2023
Q1 | $13.8M | Buy |
54,193
+988
| +2% | +$252K | 6.76% | 8 |
|
|
2022
Q4 | $14.1M | Buy |
53,205
+5,233
| +11% | +$1.39M | 6.96% | 7 |
|
|
2022
Q3 | $8.99M | Buy |
47,972
+42,244
| +738% | +$7.92M | 5.07% | 6 |
|
|
2022
Q2 | $1.15M | Sell |
5,728
-59,773
| -91% | -$12M | 0.88% | 9 |
|
|
2022
Q1 | $19.8M | Buy |
65,501
+20,608
| +46% | +$6.22M | 10.63% | 5 |
|
|
2021
Q4 | $16.1M | Buy |
44,893
+40,545
| +932% | +$14.6M | 7.24% | 7 |
|
|
2021
Q3 | $4.32M | Hold |
4,348
| – | – | 2.08% | 12 |
|
|
2021
Q2 | $4M | Sell |
4,348
-1
| -0% | -$920 | 1.94% | 12 |
|
|
2021
Q1 | $3.21M | Buy |
4,349
+111
| +3% | +$81.9K | 1.77% | 14 |
|
|
2020
Q4 | $3.47M | Buy |
4,238
+46
| +1% | +$37.6K | 2.05% | 9 |
|
|
2020
Q3 | $2.97M | Buy |
4,192
+91
| +2% | +$64.6K | 2.21% | 9 |
|
|
2020
Q2 | $2.34M | Sell |
4,101
-2,200
| -35% | -$1.25M | 1.96% | 8 |
|
|
2020
Q1 | $3.12M | Sell |
6,301
-1,193
| -16% | -$591K | 9.1% | 4 |
|
|
2019
Q4 | $4.43M | Buy |
+7,494
| New | +$4.43M | 5.69% | 6 |
|