J.W. Cole 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12M | Buy |
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|
2025
Q1 | $3.29M | Buy |
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|
2024
Q4 | $1.94M | Buy |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.23M | Buy |
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|
2024
Q1 | $805K | Sell |
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|
2023
Q4 | $696K | Buy |
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|
2023
Q3 | $596K | Buy |
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|
2023
Q2 | $644K | Sell |
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|
2023
Q1 | $567K | Buy |
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|
2022
Q4 | $576K | Buy |
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|
2022
Q3 | $311K | Sell |
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|
2022
Q2 | $392K | Sell |
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|
2022
Q1 | $734K | Sell |
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|
2021
Q4 | $933K | Buy |
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|
2021
Q3 | $848K | Sell |
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|
2021
Q2 | $790K | Buy |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | $578K | Sell |
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|
2020
Q3 | $900K | Buy |
|