JPWM
Jamison Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.49M | Sell |
4,589
-62
| -1% | -$33.7K | 0.36% | 68 |
|
|
2025
Q1 | $2.3M | Buy |
4,651
+112
| +2% | +$55.5K | 0.35% | 71 |
|
|
2024
Q4 | $2.37M | Buy |
4,539
+631
| +16% | +$329K | 0.35% | 69 |
|
|
2024
Q3 | $1.92M | Buy |
3,908
+232
| +6% | +$114K | 0.29% | 80 |
|
|
2024
Q2 | $1.64M | Sell |
3,676
-188
| -5% | -$83.6K | 0.27% | 81 |
|
|
2024
Q1 | $1.54M | Buy |
3,864
+5
| +0.1% | +$2K | 0.26% | 81 |
|
|
2023
Q4 | $1.3M | Buy |
3,859
+97
| +3% | +$32.7K | 0.24% | 83 |
|
|
2023
Q3 | $1.1M | Buy |
+3,762
| New | +$1.1M | 0.23% | 85 |
|