JFS Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.9K | Sell |
147
-5
| -3% | -$2.72K | 0.01% | 404 |
|
|
2025
Q1 | $75.3K | Buy |
152
+3
| +2% | +$1.49K | 0.01% | 405 |
|
|
2024
Q4 | $77.8K | Hold |
149
| – | – | 0.01% | 391 |
|
|
2024
Q3 | $73.2K | Buy |
149
+8
| +6% | +$3.93K | ﹤0.01% | 409 |
|
|
2024
Q2 | $62.7K | Sell |
141
-84
| -37% | -$37.4K | ﹤0.01% | 384 |
|
|
2024
Q1 | $89.8K | Buy |
225
+50
| +29% | +$20K | 0.01% | 334 |
|
|
2023
Q4 | $59K | Buy |
175
+64
| +58% | +$21.6K | 0.01% | 380 |
|
|
2023
Q3 | $32.4K | Hold |
111
| – | – | ﹤0.01% | 440 |
|
|
2023
Q2 | $38K | Hold |
111
| – | – | ﹤0.01% | 406 |
|
|
2023
Q1 | $28.4K | Buy |
111
+2
| +2% | +$511 | ﹤0.01% | 460 |
|
|
2022
Q4 | $28.9K | Sell |
109
-1
| -0.9% | -$265 | ﹤0.01% | 457 |
|
|
2022
Q3 | $21K | Sell |
110
-78
| -41% | -$14.9K | ﹤0.01% | 559 |
|
|
2022
Q2 | $38K | Buy |
188
+85
| +83% | +$17.2K | ﹤0.01% | 447 |
|
|
2022
Q1 | $31K | Buy |
103
+61
| +145% | +$18.4K | ﹤0.01% | 514 |
|
|
2021
Q4 | $15K | Hold |
42
| – | – | ﹤0.01% | 620 |
|
|
2021
Q3 | $14K | Hold |
42
| – | – | ﹤0.01% | 596 |
|
|
2021
Q2 | $13K | Hold |
42
| – | – | ﹤0.01% | 415 |
|
|
2021
Q1 | $10K | Hold |
42
| – | – | ﹤0.01% | 417 |
|
|
2020
Q4 | $11K | Buy |
+42
| New | +$11K | ﹤0.01% | 410 |
|
|
2018
Q2 | – | Sell |
-9
| Closed | -$1K | – | 511 |
|
|
2018
Q1 | $1K | Hold |
9
| – | – | ﹤0.01% | 500 |
|
|
2017
Q4 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 506 |
|
|
2016
Q2 | – | Sell |
-9
| Closed | -$1K | – | 558 |
|
|
2016
Q1 | $1K | Buy |
+9
| New | +$1K | ﹤0.01% | 577 |
|