Kavar Capital Partners Group’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$229K	Sell	496 -6	-1%	-$3.04K	0.03%	196
2025 Q4	$284K	Buy	502 +6	+1%	+$3.19K	0.04%	153
2025 Q3	$222K	Hold	496	–	–	0.03%	170
2025 Q2	$270K	Hold	496	–	–	0.04%	164
2025 Q1	$246K	Buy	496 +60	+14%	+$33.2K	0.04%	160
2024 Q4	$228K	Hold	436	–	–	0.04%	158
2024 Q3	$214K	Buy	+436	New	+$203K	0.03%	170
2023 Q2	–	Sell	-955	Closed	-$244K	–	154
2023 Q1	$244K	Hold	955	–	–	0.05%	138
2022 Q4	$253K	Buy	+955	New	+$233K	0.06%	126
2022 Q2	–	Sell	-955	Closed	-$288K	–	173
2022 Q1	$288K	Buy	955 +100	+12%	+$29.2K	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	+$192K	0.07%	138
2019 Q3	–	Sell	-855	Closed	-$149K	–	295
2019 Q2	$149K	Buy	+855	New	+$146K	0.06%	140