Williams Jones Wealth Management’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 | $106M | Buy |
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|
2025
Q1 | $92.5M | Buy |
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|
2024
Q4 | $93.5M | Buy |
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|
2024
Q3 | $83.9M | Buy |
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|
2024
Q2 | $70.6M | Buy |
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|
2024
Q1 | $58.1M | Buy |
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|
2023
Q4 | $20.4M | Buy |
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|
2023
Q3 | $1.7M | Hold |
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|
2023
Q2 | $1.98M | Sell |
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|
2023
Q1 | $1.49M | Sell |
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|
2022
Q4 | $1.55M | Sell |
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|
2022
Q3 | $1.1M | Buy |
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|
2022
Q2 | $1.16M | Sell |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $2.09M | Sell |
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|
2021
Q3 | $1.95M | Sell |
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|
2021
Q2 | $1.8M | Buy |
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|
2021
Q1 | $1.45M | Sell |
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|
2020
Q4 | $2.02M | Buy |
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|
2020
Q3 | $1.72M | Sell |
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|
2020
Q2 | $1.44M | Buy |
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|
2020
Q1 | $950K | Buy |
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|
2019
Q4 | $1.12M | Hold |
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|
2019
Q3 | $1.03M | Buy |
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