KWM
Keebeck Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.37M | Buy |
6,197
+5
| +0.1% | +$2.72K | 0.44% | 64 |
|
|
2025
Q1 | $3.07M | Sell |
6,192
-29
| -0.5% | -$14.4K | 0.45% | 61 |
|
|
2024
Q4 | $3.25M | Buy |
6,221
+101
| +2% | +$52.7K | 0.47% | 65 |
|
|
2024
Q3 | $3.01M | Sell |
6,120
-129
| -2% | -$63.4K | 0.44% | 65 |
|
|
2024
Q2 | $2.78M | Hold |
6,249
| – | – | 0.41% | 73 |
|
|
2024
Q1 | $2.49M | Hold |
6,249
| – | – | 0.37% | 77 |
|
|
2023
Q4 | $2.11M | Buy |
6,249
+37
| +0.6% | +$12.5K | 0.35% | 77 |
|
|
2023
Q3 | $1.82M | Hold |
6,212
| – | – | 0.32% | 83 |
|
|
2023
Q2 | $2.12M | Hold |
6,212
| – | – | 0.29% | 86 |
|
|
2023
Q1 | $1.59M | Hold |
6,212
| – | – | 0.26% | 89 |
|
|
2022
Q4 | $1.65M | Buy |
6,212
+3
| +0% | +$796 | 0.29% | 81 |
|
|
2022
Q3 | $1.16M | Hold |
6,209
| – | – | 0.22% | 98 |
|
|
2022
Q2 | $1.25M | Sell |
6,209
-3,525
| -36% | -$707K | 0.24% | 97 |
|
|
2022
Q1 | $2.94M | Sell |
9,734
-100
| -1% | -$30.2K | 0.49% | 46 |
|
|
2021
Q4 | $3.53M | Buy |
9,834
+6,556
| +200% | +$2.36M | 0.63% | 40 |
|
|
2021
Q3 | $3.26M | Sell |
3,278
-339
| -9% | -$337K | 0.64% | 39 |
|
|
2021
Q2 | $3.33M | Buy |
3,617
+5
| +0.1% | +$4.6K | 0.48% | 47 |
|
|
2021
Q1 | $2.67M | Buy |
3,612
+34
| +1% | +$25.1K | 0.41% | 48 |
|
|
2020
Q4 | $2.93M | Buy |
3,578
+135
| +4% | +$110K | 0.51% | 43 |
|
|
2020
Q3 | $2.44M | Buy |
3,443
+303
| +10% | +$215K | 0.5% | 41 |
|
|
2020
Q2 | $1.79M | Buy |
+3,140
| New | +$1.79M | 0.57% | 41 |
|
|
2020
Q1 | – | Sell |
-222
| Closed | -$131K | – | 241 |
|
|
2019
Q4 | $131K | Buy |
+222
| New | +$131K | 0.04% | 169 |
|