Kavar Capital Partners Group’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $270K | Hold |
496
| – | – | 0.04% | 164 |
|
|
2025
Q1 | $246K | Buy |
496
+60
| +14% | +$29.7K | 0.04% | 160 |
|
|
2024
Q4 | $228K | Hold |
436
| – | – | 0.04% | 158 |
|
|
2024
Q3 | $214K | Buy |
+436
| New | +$214K | 0.03% | 170 |
|
|
2023
Q2 | – | Sell |
-955
| Closed | -$244K | – | 154 |
|
|
2023
Q1 | $244K | Hold |
955
| – | – | 0.05% | 138 |
|
|
2022
Q4 | $253K | Buy |
+955
| New | +$253K | 0.06% | 126 |
|
|
2022
Q2 | – | Sell |
-955
| Closed | -$288K | – | 173 |
|
|
2022
Q1 | $288K | Buy |
955
+100
| +12% | +$30.2K | 0.06% | 132 |
|
|
2021
Q4 | $307K | Hold |
855
| – | – | 0.06% | 137 |
|
|
2021
Q3 | $283K | Hold |
855
| – | – | 0.06% | 146 |
|
|
2021
Q2 | $262K | Hold |
855
| – | – | 0.06% | 134 |
|
|
2021
Q1 | $211K | Hold |
855
| – | – | 0.06% | 134 |
|
|
2020
Q4 | $233K | Hold |
855
| – | – | 0.07% | 140 |
|
|
2020
Q3 | $202K | Buy |
+855
| New | +$202K | 0.07% | 138 |
|
|
2019
Q3 | – | Sell |
-855
| Closed | -$149K | – | 295 |
|
|
2019
Q2 | $149K | Buy |
+855
| New | +$149K | 0.06% | 140 |
|