KCM Investment Advisors’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 | $897K | Sell |
1,651
-1,676
| -50% | -$911K | 0.03% | 220 |
|
|
2025
Q1 | $1.65M | Sell |
3,327
-656
| -16% | -$325K | 0.06% | 167 |
|
|
2024
Q4 | $2.08M | Buy |
3,983
+1,819
| +84% | +$949K | 0.07% | 152 |
|
|
2024
Q3 | $1.06M | Sell |
2,164
-209
| -9% | -$103K | 0.04% | 205 |
|
|
2024
Q2 | $1.06M | Sell |
2,373
-45
| -2% | -$20K | 0.04% | 206 |
|
|
2024
Q1 | $965K | Sell |
2,418
-68
| -3% | -$27.1K | 0.04% | 214 |
|
|
2023
Q4 | $839K | Sell |
2,486
-86
| -3% | -$29K | 0.03% | 219 |
|
|
2023
Q3 | $752K | Buy |
2,572
+30
| +1% | +$8.77K | 0.03% | 217 |
|
|
2023
Q2 | $869K | Sell |
2,542
-165
| -6% | -$56.4K | 0.03% | 217 |
|
|
2023
Q1 | $692K | Sell |
2,707
-138
| -5% | -$35.3K | 0.03% | 234 |
|
|
2022
Q4 | $755K | Sell |
2,845
-18
| -0.6% | -$4.78K | 0.03% | 229 |
|
|
2022
Q3 | $537K | Sell |
2,863
-381
| -12% | -$71.5K | 0.02% | 242 |
|
|
2022
Q2 | $651K | Sell |
3,244
-160
| -5% | -$32.1K | 0.03% | 233 |
|
|
2022
Q1 | $1.03M | Sell |
3,404
-525
| -13% | -$158K | 0.04% | 219 |
|
|
2021
Q4 | $1.41M | Buy |
3,929
+8
| +0.2% | +$2.88K | 0.05% | 193 |
|
|
2021
Q3 | $1.3M | Buy |
3,921
+315
| +9% | +$104K | 0.05% | 187 |
|
|
2021
Q2 | $1.11M | Buy |
3,606
+81
| +2% | +$24.8K | 0.04% | 195 |
|
|
2021
Q1 | $868K | Buy |
3,525
+525
| +18% | +$129K | 0.04% | 214 |
|
|
2020
Q4 | $818K | Buy |
3,000
+6
| +0.2% | +$1.64K | 0.04% | 200 |
|
|
2020
Q3 | $708K | Hold |
2,994
| – | – | 0.04% | 191 |
|
|
2020
Q2 | $569K | Buy |
2,994
+216
| +8% | +$41.1K | 0.03% | 209 |
|
|
2020
Q1 | $459K | Sell |
2,778
-3,405
| -55% | -$563K | 0.03% | 220 |
|
|
2019
Q4 | $1.22M | Sell |
6,183
-453
| -7% | -$89.2K | 0.07% | 164 |
|
|
2019
Q3 | $1.19M | Buy |
6,636
+468
| +8% | +$84.2K | 0.07% | 162 |
|
|
2019
Q2 | $1.08M | Buy |
6,168
+30
| +0.5% | +$5.24K | 0.06% | 166 |
|
|
2019
Q1 | $1.17M | Buy |
6,138
+3,225
| +111% | +$613K | 0.08% | 162 |
|
|
2018
Q4 | $465K | Buy |
2,913
+141
| +5% | +$22.5K | 0.03% | 343 |
|
|
2018
Q3 | $530K | Hold |
2,772
| – | – | 0.03% | 343 |
|
|
2018
Q2 | $442K | Buy |
2,772
+597
| +27% | +$95.2K | 0.03% | 372 |
|
|
2018
Q1 | $299K | Sell |
2,175
-210
| -9% | -$28.9K | 0.02% | 437 |
|
|
2017
Q4 | $290K | Buy |
+2,385
| New | +$290K | 0.02% | 442 |
|