JWCA
J.W. Coons Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $838K | Buy |
1,542
+45
| +3% | +$24.5K | 0.19% | 114 |
|
|
2025
Q1 | $741K | Buy |
1,497
+20
| +1% | +$9.91K | 0.2% | 111 |
|
|
2024
Q4 | $771K | Sell |
1,477
-97
| -6% | -$50.6K | 0.2% | 108 |
|
|
2024
Q3 | $773K | Buy |
1,574
+4
| +0.3% | +$1.97K | 0.19% | 111 |
|
|
2024
Q2 | $698K | Buy |
1,570
+60
| +4% | +$26.7K | 0.17% | 114 |
|
|
2024
Q1 | $603K | Buy |
1,510
+340
| +29% | +$136K | 0.14% | 133 |
|
|
2023
Q4 | $395K | Buy |
1,170
+66
| +6% | +$22.3K | 0.11% | 161 |
|
|
2023
Q3 | $323K | Hold |
1,104
| – | – | 0.09% | 174 |
|
|
2023
Q2 | $378K | Buy |
1,104
+30
| +3% | +$10.3K | 0.1% | 169 |
|
|
2023
Q1 | $274K | Hold |
1,074
| – | – | 0.08% | 200 |
|
|
2022
Q4 | $285K | Buy |
1,074
+2
| +0.2% | +$531 | 0.09% | 190 |
|
|
2022
Q3 | $201K | Hold |
1,072
| – | – | 0.08% | 207 |
|
|
2022
Q2 | $213K | Sell |
1,072
-54
| -5% | -$10.7K | 0.08% | 231 |
|
|
2022
Q1 | $358K | Sell |
1,126
-262
| -19% | -$83.3K | 0.11% | 181 |
|
|
2021
Q4 | $498K | Buy |
1,388
+1,082
| +354% | +$388K | 0.15% | 148 |
|
|
2021
Q3 | $305K | Buy |
306
+5
| +2% | +$4.98K | 0.1% | 174 |
|
|
2021
Q2 | $279K | Sell |
301
-14
| -4% | -$13K | 0.1% | 180 |
|
|
2021
Q1 | $232K | Hold |
315
| – | – | 0.08% | 202 |
|
|
2020
Q4 | $257K | Hold |
315
| – | – | 0.1% | 177 |
|
|
2020
Q3 | $223K | Buy |
+315
| New | +$223K | 0.09% | 180 |
|