Kercheville 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 | $649K | Sell |
1,195
-130
| -10% | -$70.6K | 0.22% | 60 |
|
|
2025
Q1 | $656K | Buy |
1,325
+255
| +24% | +$126K | 0.27% | 53 |
|
|
2024
Q4 | $558K | Buy |
1,070
+215
| +25% | +$112K | 0.22% | 56 |
|
|
2024
Q3 | $420K | Sell |
855
-10
| -1% | -$4.91K | 0.18% | 61 |
|
|
2024
Q2 | $385K | Buy |
865
+210
| +32% | +$93.4K | 0.17% | 60 |
|
|
2024
Q1 | $261K | Buy |
+655
| New | +$261K | 0.12% | 68 |
|
|
2022
Q2 | – | Sell |
-1,135
| Closed | -$342K | – | 104 |
|
|
2022
Q1 | $342K | Sell |
1,135
-85
| -7% | -$25.6K | 0.16% | 79 |
|
|
2021
Q4 | $438K | Sell |
1,220
-70
| -5% | -$25.1K | 0.19% | 75 |
|
|
2021
Q3 | $427K | Sell |
1,290
-15
| -1% | -$4.97K | 0.2% | 73 |
|
|
2021
Q2 | $400K | Sell |
1,305
-165
| -11% | -$50.6K | 0.19% | 79 |
|
|
2021
Q1 | $361K | Sell |
1,470
-30
| -2% | -$7.37K | 0.18% | 83 |
|
|
2020
Q4 | $405K | Buy |
+1,500
| New | +$405K | 0.22% | 73 |
|