JWM
Janiczek Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $323K | Buy |
727
+19
| +3% | +$8.45K | 0.07% | 120 |
|
|
2024
Q1 | $283K | Buy |
708
+104
| +17% | +$41.5K | 0.06% | 140 |
|
|
2023
Q4 | $204K | Buy |
604
+98
| +19% | +$33.1K | 0.05% | 157 |
|
|
2023
Q3 | $148K | Buy |
506
+12
| +2% | +$3.51K | 0.04% | 188 |
|
|
2023
Q2 | $169K | Buy |
494
+112
| +29% | +$38.3K | 0.05% | 149 |
|
|
2023
Q1 | $102K | Buy |
382
+14
| +4% | +$3.74K | 0.03% | 209 |
|
|
2022
Q4 | $94.6K | Buy |
368
+116
| +46% | +$29.8K | 0.03% | 230 |
|
|
2022
Q3 | $47K | Sell |
252
-107
| -30% | -$20K | 0.02% | 314 |
|
|
2022
Q2 | $83K | Buy |
359
+154
| +75% | +$35.6K | 0.02% | 226 |
|
|
2022
Q1 | $62K | Buy |
205
+60
| +41% | +$18.1K | 0.02% | 272 |
|
|
2021
Q4 | $52K | Buy |
145
+107
| +282% | +$38.4K | 0.02% | 305 |
|
|
2021
Q3 | $38K | Buy |
38
+14
| +58% | +$14K | 0.01% | 335 |
|
|
2021
Q2 | $22K | Buy |
24
+7
| +41% | +$6.42K | 0.01% | 406 |
|
|
2021
Q1 | $13K | Buy |
17
+2
| +13% | +$1.53K | 0.01% | 475 |
|
|
2020
Q4 | $12K | Buy |
15
+10
| +200% | +$8K | 0.01% | 435 |
|
|
2020
Q3 | $4K | Buy |
+5
| New | +$4K | ﹤0.01% | 384 |
|