LAM
Lewis Asset Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $987K | Hold |
1,817
| – | – | 0.46% | 55 |
|
|
2025
Q1 | $900K | Sell |
1,817
-8
| -0.4% | -$3.96K | 0.74% | 34 |
|
|
2024
Q4 | $953K | Hold |
1,825
| – | – | 0.73% | 29 |
|
|
2024
Q3 | $897K | Hold |
1,825
| – | – | 0.65% | 37 |
|
|
2024
Q2 | $812K | Buy |
1,825
+60
| +3% | +$26.7K | 0.62% | 36 |
|
|
2024
Q1 | $704K | Buy |
1,765
+8
| +0.5% | +$3.19K | 0.58% | 39 |
|
|
2023
Q4 | $593K | Buy |
+1,757
| New | +$593K | 0.55% | 42 |
|