JIC
Joel Isaacson & Co’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.43M | Buy |
2,632
+38
| +1% | +$20.7K | 0.06% | 135 |
|
|
2025
Q1 | $1.28M | Hold |
2,594
| – | – | 0.06% | 139 |
|
|
2024
Q4 | $1.35M | Hold |
2,594
| – | – | 0.06% | 125 |
|
|
2024
Q3 | $1.27M | Hold |
2,594
| – | – | 0.06% | 123 |
|
|
2024
Q2 | $1.15M | Buy |
2,594
+81
| +3% | +$36K | 0.06% | 120 |
|
|
2024
Q1 | $1M | Hold |
2,513
| – | – | 0.06% | 134 |
|
|
2023
Q4 | $848K | Buy |
2,513
+5
| +0.2% | +$1.69K | 0.05% | 142 |
|
|
2023
Q3 | $733K | Hold |
2,508
| – | – | 0.05% | 144 |
|
|
2023
Q2 | $858K | Sell |
2,508
-13
| -0.5% | -$4.45K | 0.06% | 134 |
|
|
2023
Q1 | $644K | Hold |
2,521
| – | – | 0.05% | 156 |
|
|
2022
Q4 | $669K | Buy |
2,521
+13
| +0.5% | +$3.45K | 0.05% | 143 |
|
|
2022
Q3 | $470K | Buy |
2,508
+750
| +43% | +$141K | 0.04% | 171 |
|
|
2022
Q2 | $353K | Sell |
1,758
-492
| -22% | -$98.8K | 0.03% | 204 |
|
|
2022
Q1 | $622K | Sell |
2,250
-84
| -4% | -$23.2K | 0.05% | 159 |
|
|
2021
Q4 | $839K | Buy |
2,334
+1,559
| +201% | +$560K | 0.06% | 135 |
|
|
2021
Q3 | $770K | Hold |
775
| – | – | 0.06% | 140 |
|
|
2021
Q2 | $713K | Buy |
775
+20
| +3% | +$18.4K | 0.06% | 138 |
|
|
2021
Q1 | $558K | Buy |
755
+30
| +4% | +$22.2K | 0.05% | 149 |
|
|
2020
Q4 | $593K | Hold |
725
| – | – | 0.06% | 131 |
|
|
2020
Q3 | $514K | Hold |
725
| – | – | 0.07% | 123 |
|
|
2020
Q2 | $413K | Hold |
725
| – | – | 0.06% | 133 |
|
|
2020
Q1 | $359K | Sell |
725
-25
| -3% | -$12.4K | 0.06% | 124 |
|
|
2019
Q4 | $443K | Sell |
750
-50
| -6% | -$29.5K | 0.06% | 137 |
|
|
2019
Q3 | $432K | Sell |
800
-10
| -1% | -$5.4K | 0.06% | 135 |
|
|
2019
Q2 | $425K | Buy |
810
+8
| +1% | +$4.2K | 0.06% | 139 |
|
|
2019
Q1 | $458K | Sell |
802
-50
| -6% | -$28.6K | 0.07% | 144 |
|
|
2018
Q4 | $431K | Buy |
852
+2
| +0.2% | +$1.01K | 0.07% | 147 |
|
|
2018
Q3 | $488K | Sell |
850
-50
| -6% | -$28.7K | 0.08% | 124 |
|
|
2018
Q2 | $431K | Hold |
900
| – | – | 0.07% | 132 |
|
|
2018
Q1 | $372K | Hold |
900
| – | – | 0.06% | 140 |
|
|
2017
Q4 | $328K | Buy |
900
+600
| +200% | +$219K | 0.06% | 145 |
|
|
2017
Q3 | $314K | Hold |
300
| – | – | 0.06% | 146 |
|
|
2017
Q2 | $281K | Hold |
300
| – | – | 0.05% | 149 |
|
|
2017
Q1 | $230K | Hold |
300
| – | – | 0.05% | 156 |
|
|
2016
Q4 | $190K | Hold |
300
| – | – | 0.04% | 156 |
|
|
2016
Q3 | $217K | Hold |
300
| – | – | 0.04% | 159 |
|
|
2016
Q2 | $198K | Hold |
300
| – | – | 0.04% | 166 |
|
|
2016
Q1 | $180K | Hold |
300
| – | – | 0.04% | 175 |
|
|
2015
Q4 | $164K | Hold |
300
| – | – | 0.04% | 172 |
|
|
2015
Q3 | $138K | Sell |
300
-18
| -6% | -$8.28K | 0.04% | 192 |
|
|
2015
Q2 | $154K | Buy |
318
+18
| +6% | +$8.72K | 0.04% | 203 |
|
|
2015
Q1 | $152K | Hold |
300
| – | – | 0.04% | 202 |
|
|
2014
Q4 | $159K | Hold |
300
| – | – | 0.04% | 179 |
|
|
2014
Q3 | $139K | Hold |
300
| – | – | 0.04% | 171 |
|
|
2014
Q2 | $124K | Hold |
300
| – | – | 0.04% | 181 |
|
|
2014
Q1 | $131K | Hold |
300
| – | – | 0.04% | 170 |
|
|
2013
Q4 | $115K | Hold |
300
| – | – | 0.04% | 171 |
|
|
2013
Q3 | $113K | Hold |
300
| – | – | 0.05% | 163 |
|
|
2013
Q2 | $152K | Buy |
+300
| New | +$152K | 0.07% | 113 |
|