Jones Financial Companies’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 | $25.1M | Buy |
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|
2025
Q1 | $19.7M | Buy |
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|
2024
Q4 | $17.4M | Buy |
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|
2024
Q3 | $14.4M | Buy |
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|
2024
Q2 | $11.8M | Buy |
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|
2024
Q1 | $991K | Buy |
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|
2023
Q4 | $146K | Buy |
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|
2023
Q3 | $10.5K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $6K | Buy |
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|
2022
Q3 | $1K | Sell |
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|
2022
Q2 | $20K | Buy |
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|
2022
Q1 | $4K | Sell |
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|
2021
Q4 | $6K | Sell |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $7K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $2K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $6K | Buy |
|