JDM Financial Group’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 | $15.8K | Sell |
29
-5
| -15% | -$2.72K | 0.01% | 144 |
|
|
2025
Q1 | $16.8K | Hold |
34
| – | – | 0.01% | 131 |
|
|
2024
Q4 | $17.7K | Hold |
34
| – | – | 0.01% | 133 |
|
|
2024
Q3 | $16.7K | Buy |
34
+5
| +17% | +$2.46K | 0.01% | 136 |
|
|
2024
Q2 | $12.9K | Hold |
29
| – | – | 0.01% | 135 |
|
|
2024
Q1 | $11.6K | Hold |
29
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $9.78K | Hold |
29
| – | – | 0.01% | 134 |
|
|
2023
Q3 | $8.48K | Buy |
29
+5
| +21% | +$1.46K | 0.01% | 137 |
|
|
2023
Q2 | $8.21K | Buy |
+24
| New | +$8.21K | 0.01% | 149 |
|