JFS Wealth 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
Q2 | $79.9K | Sell |
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|
2025
Q1 | $75.3K | Buy |
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|
2024
Q4 | $77.8K | Hold |
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|
2024
Q3 | $73.2K | Buy |
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|
2024
Q2 | $62.7K | Sell |
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|
2024
Q1 | $89.8K | Buy |
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|
2023
Q4 | $59K | Buy |
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|
2023
Q3 | $32.4K | Hold |
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|
2023
Q2 | $38K | Hold |
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|
2023
Q1 | $28.4K | Buy |
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|
2022
Q4 | $28.9K | Sell |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $38K | Buy |
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|
2022
Q1 | $31K | Buy |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $14K | Hold |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $10K | Hold |
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|
2020
Q4 | $11K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $1K | Hold |
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|
2017
Q4 | $1K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $1K | Buy |
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