JWM
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JFG Wealth Management’s Intuitive Surgical ISRG Stock Holding History

JFG Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-2,289
Closed -$1.13M – 75
2025
Q1 		$1.13M Buy
2,289
+63
+3% +$31.2K 0.26% 31
2024
Q4 		$1.16M Buy
+2,226
New +$1.16M 0.27% 37