Joel Isaacson & Co’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 | $1.43M | Buy |
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|
2025
Q1 | $1.28M | Hold |
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|
2024
Q4 | $1.35M | Hold |
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|
2024
Q3 | $1.27M | Hold |
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|
2024
Q2 | $1.15M | Buy |
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|
2024
Q1 | $1M | Hold |
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|
2023
Q4 | $848K | Buy |
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|
2023
Q3 | $733K | Hold |
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|
2023
Q2 | $858K | Sell |
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|
2023
Q1 | $644K | Hold |
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|
2022
Q4 | $669K | Buy |
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|
2022
Q3 | $470K | Buy |
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|
2022
Q2 | $353K | Sell |
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|
2022
Q1 | $622K | Sell |
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|
2021
Q4 | $839K | Buy |
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|
2021
Q3 | $770K | Hold |
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|
2021
Q2 | $713K | Buy |
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|
2021
Q1 | $558K | Buy |
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|
2020
Q4 | $593K | Hold |
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|
2020
Q3 | $514K | Hold |
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|
2020
Q2 | $413K | Hold |
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|
2020
Q1 | $359K | Sell |
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|
2019
Q4 | $443K | Sell |
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|
2019
Q3 | $432K | Sell |
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|
2019
Q2 | $425K | Buy |
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|
2019
Q1 | $458K | Sell |
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|
2018
Q4 | $431K | Buy |
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|
2018
Q3 | $488K | Sell |
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|
2018
Q2 | $431K | Hold |
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|
2018
Q1 | $372K | Hold |
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|
2017
Q4 | $328K | Hold |
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|
2017
Q3 | $314K | Hold |
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|
2017
Q2 | $281K | Hold |
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|
2017
Q1 | $230K | Hold |
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|
2016
Q4 | $190K | Hold |
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|
2016
Q3 | $217K | Hold |
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|
2016
Q2 | $198K | Hold |
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|
2016
Q1 | $180K | Hold |
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|
2015
Q4 | $164K | Hold |
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|
2015
Q3 | $138K | Sell |
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|
2015
Q2 | $154K | Buy |
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|
2015
Q1 | $152K | Hold |
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|
2014
Q4 | $159K | Hold |
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|
2014
Q3 | $139K | Hold |
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|
2014
Q2 | $124K | Hold |
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|
2014
Q1 | $131K | Hold |
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|
2013
Q4 | $115K | Hold |
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|
2013
Q3 | $113K | Hold |
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|
2013
Q2 | $152K | Buy |
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