Jacobi Capital Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $278K | Buy |
+512
| New | +$278K | 0.02% | 518 |
|
|
2021
Q4 | – | Sell |
-234
| Closed | -$78K | – | 847 |
|
|
2021
Q3 | $78K | Hold |
234
| – | – | 0.01% | 557 |
|
|
2021
Q2 | $72K | Hold |
234
| – | – | 0.01% | 545 |
|
|
2021
Q1 | $58K | Hold |
234
| – | – | 0.01% | 547 |
|
|
2020
Q4 | $64K | Hold |
234
| – | – | 0.01% | 488 |
|
|
2020
Q3 | $55K | Hold |
234
| – | – | 0.01% | 477 |
|
|
2020
Q2 | $44K | Sell |
234
-30
| -11% | -$5.64K | 0.01% | 500 |
|
|
2020
Q1 | $44K | Buy |
264
+39
| +17% | +$6.5K | 0.01% | 440 |
|
|
2019
Q4 | $44K | Hold |
225
| – | – | 0.01% | 488 |
|
|
2019
Q3 | $40K | Hold |
225
| – | – | 0.01% | 486 |
|
|
2019
Q2 | $39K | Hold |
225
| – | – | 0.01% | 487 |
|
|
2019
Q1 | $43K | Hold |
225
| – | – | 0.01% | 435 |
|
|
2018
Q4 | $36K | Hold |
225
| – | – | 0.01% | 430 |
|
|
2018
Q3 | $43K | Hold |
225
| – | – | 0.01% | 441 |
|
|
2018
Q2 | $36K | Hold |
225
| – | – | 0.01% | 467 |
|
|
2018
Q1 | $30K | Hold |
225
| – | – | 0.01% | 478 |
|
|
2017
Q4 | $29K | Sell |
225
-450
| -67% | -$58K | 0.01% | 472 |
|
|
2017
Q3 | $27K | Buy |
+675
| New | +$27K | 0.01% | 444 |
|