JCM
Jacobsen Capital Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $334K | Buy |
615
+37
| +6% | +$20.1K | 0.12% | 70 |
|
|
2025
Q1 | $286K | Buy |
578
+5
| +0.9% | +$2.48K | 0.12% | 72 |
|
|
2024
Q4 | $299K | Hold |
573
| – | – | 0.13% | 65 |
|
|
2024
Q3 | $281K | Buy |
573
+38
| +7% | +$18.7K | 0.12% | 72 |
|
|
2024
Q2 | $238K | Buy |
535
+32
| +6% | +$14.2K | 0.11% | 79 |
|
|
2024
Q1 | $201K | Buy |
+503
| New | +$201K | 0.09% | 91 |
|