Jones Financial Companies’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $25.1M | Buy |
47,112
+7,153
| +18% | +$3.82M | 0.02% | 221 |
|
|
2025
Q1 | $19.7M | Buy |
39,959
+6,611
| +20% | +$3.25M | 0.02% | 213 |
|
|
2024
Q4 | $17.4M | Buy |
33,348
+3,308
| +11% | +$1.73M | 0.02% | 191 |
|
|
2024
Q3 | $14.4M | Buy |
30,040
+3,403
| +13% | +$1.63M | 0.01% | 170 |
|
|
2024
Q2 | $11.8M | Buy |
26,637
+24,155
| +973% | +$10.7M | 0.01% | 137 |
|
|
2024
Q1 | $991K | Buy |
2,482
+2,050
| +475% | +$818K | ﹤0.01% | 265 |
|
|
2023
Q4 | $146K | Buy |
432
+396
| +1,100% | +$134K | ﹤0.01% | 365 |
|
|
2023
Q3 | $10.5K | Buy |
+36
| New | +$10.5K | ﹤0.01% | 475 |
|
|
2023
Q1 | – | Sell |
-21
| Closed | -$6K | – | 669 |
|
|
2022
Q4 | $6K | Buy |
21
+17
| +425% | +$4.86K | ﹤0.01% | 525 |
|
|
2022
Q3 | $1K | Sell |
4
-95
| -96% | -$23.8K | ﹤0.01% | 523 |
|
|
2022
Q2 | $20K | Buy |
99
+87
| +725% | +$17.6K | ﹤0.01% | 407 |
|
|
2022
Q1 | $4K | Sell |
12
-4
| -25% | -$1.33K | ﹤0.01% | 604 |
|
|
2021
Q4 | $6K | Buy |
16
+8
| +100% | +$3K | ﹤0.01% | 621 |
|
|
2021
Q3 | $8K | Hold |
8
| – | – | ﹤0.01% | 522 |
|
|
2021
Q2 | $7K | Buy |
+8
| New | +$7K | ﹤0.01% | 521 |
|
|
2021
Q1 | – | Sell |
-2
| Closed | -$2K | – | 818 |
|
|
2020
Q4 | $2K | Buy |
+2
| New | +$2K | ﹤0.01% | 608 |
|
|
2013
Q3 | – | Sell |
-11
| Closed | -$6K | – | 779 |
|
|
2013
Q2 | $6K | Buy |
+11
| New | +$6K | ﹤0.01% | 667 |
|