JWM
Jackson Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-1,040
| Closed | -$515K | – | 167 |
|
|
2025
Q1 | $515K | Buy |
1,040
+13
| +1% | +$6.44K | 0.06% | 107 |
|
|
2024
Q4 | $536K | Buy |
1,027
+325
| +46% | +$170K | 0.06% | 106 |
|
|
2024
Q3 | $345K | Buy |
+702
| New | +$345K | 0.04% | 113 |
|
|
2020
Q1 | – | Sell |
-2,000
| Closed | -$1.18M | – | 124 |
|
|
2019
Q4 | $1.18M | Buy |
+2,000
| New | +$1.18M | 0.2% | 102 |
|
|
2018
Q3 | – | Sell |
-10,000
| Closed | -$5.38M | – | 90 |
|
|
2018
Q2 | $5.38M | Buy |
+10,000
| New | +$5.38M | 1.25% | 25 |
|