JSAM
J. Safra Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $107K | Hold |
200
| – | – | 0.01% | 162 |
|
|
2025
Q1 | $99.1K | Sell |
200
-303
| -60% | -$150K | 0.01% | 150 |
|
|
2024
Q4 | $265K | Buy |
503
+303
| +152% | +$160K | 0.02% | 102 |
|
|
2024
Q3 | $95.8K | Buy |
200
+2
| +1% | +$958 | 0.01% | 117 |
|
|
2024
Q2 | $88.1K | Buy |
+198
| New | +$88.1K | 0.01% | 102 |
|
|
2022
Q4 | – | Sell |
-8
| Closed | – | – | 100 |
|
|
2022
Q3 | $0 | Buy |
+8
| New | – | ﹤0.01% | 65 |
|
|
2022
Q2 | – | Sell |
-24
| Closed | – | – | 83 |
|
|
2022
Q1 | $0 | Buy |
+24
| New | – | ﹤0.01% | 88 |
|