Jacobson & Schmitt 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
Q3
$335K Buy
2022
Q2
Sell
2022
Q1
$278K Hold
2021
Q4
$331K Hold
2021
Q3
$305K Hold
2021
Q2
$282K Hold
2021
Q1
$227K Hold
2020
Q4
$251K Hold
2020
Q3
$218K Buy