J.P. Morgan Private Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $179M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $134M | Sell |
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|
2022
Q4 | $144M | Buy |
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|
2022
Q3 | $101M | Sell |
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|
2022
Q2 | $117M | Buy |
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|
2022
Q1 | $172M | Sell |
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|
2021
Q4 | $206M | Buy |
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|
2021
Q3 | $181M | Buy |
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|
2021
Q2 | $160M | Buy |
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|
2021
Q1 | $106M | Sell |
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|
2020
Q4 | $132M | Buy |
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|
2020
Q3 | $112M | Buy |
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|
2020
Q2 | $78.2M | Buy |
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|
2020
Q1 | $67.1M | Buy |
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|
2019
Q4 | $76M | Buy |
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|
2019
Q3 | $44.8M | Buy |
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|
2019
Q2 | $42.8M | Buy |
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|
2019
Q1 | $45.3M | Buy |
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|
2018
Q4 | $37.6M | Buy |
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|
2018
Q3 | $40.7M | Sell |
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|
2018
Q2 | $36.2M | Buy |
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|
2018
Q1 | $27.5M | Sell |
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|
2017
Q4 | $24.6M | Sell |
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|
2017
Q3 | $23.7M | Buy |
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|
2017
Q2 | $21.1M | Sell |
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|
2017
Q1 | $17.6M | Buy |
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|
2016
Q4 | $14.4M | Sell |
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|
2016
Q3 | $18.9M | Sell |
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|
2016
Q2 | $17.2M | Buy |
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|
2016
Q1 | $14.9M | Sell |
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|
2015
Q4 | $13.8M | Sell |
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|
2015
Q3 | $12.3M | Sell |
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|
2015
Q2 | $14.2M | Sell |
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|
2015
Q1 | $15.4M | Sell |
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|
2014
Q4 | $17.2M | Sell |
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|
2014
Q3 | $15.1M | Sell |
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|
2014
Q2 | $14M | Sell |
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|
2014
Q1 | $15.3M | Buy |
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|
2013
Q4 | $11.7M | Sell |
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|
2013
Q3 | $15.3M | Sell |
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|
2013
Q2 | $32.1M | Buy |
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