JWM
JGP Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Buy |
1,955
+35
| +2% | +$19K | 0.13% | 94 |
|
|
2025
Q1 | $951K | Sell |
1,920
-175
| -8% | -$86.7K | 0.13% | 97 |
|
|
2024
Q4 | $1.09M | Buy |
2,095
+44
| +2% | +$23K | 0.14% | 88 |
|
|
2024
Q3 | $1.01M | Buy |
2,051
+84
| +4% | +$41.3K | 0.13% | 89 |
|
|
2024
Q2 | $875K | Buy |
1,967
+101
| +5% | +$44.9K | 0.12% | 89 |
|
|
2024
Q1 | $745K | Buy |
+1,866
| New | +$745K | 0.11% | 101 |
|