KFA
Kapstone Financial Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Hold |
1,122
| – | – | 0.3% | 51 |
|
|
2025
Q1 | $556K | Hold |
1,122
| – | – | 0.31% | 51 |
|
|
2024
Q4 | $643K | Hold |
1,122
| – | – | 0.34% | 49 |
|
|
2024
Q3 | $538K | Hold |
1,122
| – | – | 0.33% | 57 |
|
|
2024
Q2 | $499K | Hold |
1,122
| – | – | 0.33% | 55 |
|
|
2024
Q1 | $448K | Hold |
1,122
| – | – | 0.3% | 60 |
|
|
2023
Q4 | $421K | Hold |
1,122
| – | – | 0.33% | 60 |
|
|
2023
Q3 | $328K | Hold |
1,122
| – | – | 0.3% | 65 |
|
|
2023
Q2 | $363K | Sell |
1,122
-45
| -4% | -$14.6K | 0.3% | 64 |
|
|
2023
Q1 | $311K | Hold |
1,167
| – | – | 0.28% | 71 |
|
|
2022
Q4 | $304K | Buy |
+1,167
| New | +$304K | 0.28% | 72 |
|