JMFC
J.M. Forbes & Co’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $609K | Hold |
1,121
| – | – | 0.06% | 91 |
|
|
2025
Q1 | $555K | Sell |
1,121
-832
| -43% | -$412K | 0.05% | 96 |
|
|
2024
Q4 | $1.02M | Buy |
1,953
+1,326
| +211% | +$692K | 0.1% | 81 |
|
|
2024
Q3 | $308K | Buy |
627
+72
| +13% | +$35.4K | 0.03% | 118 |
|
|
2024
Q2 | $247K | Hold |
555
| – | – | 0.03% | 125 |
|
|
2024
Q1 | $221K | Buy |
+555
| New | +$221K | 0.02% | 126 |
|