Kestra Advisory Services’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 | $9.76M | Buy |
17,966
+3,755
| +26% | +$2.04M | 0.05% | 381 |
|
|
2025
Q1 | $7.04M | Sell |
14,211
-1,424
| -9% | -$705K | 0.03% | 453 |
|
|
2024
Q4 | $8.16M | Buy |
15,635
+880
| +6% | +$459K | 0.04% | 410 |
|
|
2024
Q3 | $7.25M | Sell |
14,755
-896
| -6% | -$440K | 0.04% | 466 |
|
|
2024
Q2 | $6.96M | Buy |
15,651
+991
| +7% | +$441K | 0.04% | 480 |
|
|
2024
Q1 | $5.85M | Buy |
14,660
+1,220
| +9% | +$487K | 0.04% | 475 |
|
|
2023
Q4 | $4.53M | Buy |
13,440
+530
| +4% | +$179K | 0.04% | 488 |
|
|
2023
Q3 | $3.77M | Buy |
12,910
+563
| +5% | +$165K | 0.04% | 469 |
|
|
2023
Q2 | $4.22M | Sell |
12,347
-725
| -6% | -$248K | 0.04% | 425 |
|
|
2023
Q1 | $3.34M | Sell |
13,072
-9,503
| -42% | -$2.43M | 0.04% | 474 |
|
|
2022
Q4 | $5.99M | Buy |
22,575
+5,776
| +34% | +$1.53M | 0.05% | 373 |
|
|
2022
Q3 | $3.15M | Sell |
16,799
-1,684
| -9% | -$316K | 0.03% | 505 |
|
|
2022
Q2 | $3.71M | Buy |
18,483
+2,723
| +17% | +$547K | 0.04% | 447 |
|
|
2022
Q1 | $4.75M | Buy |
15,760
+1,385
| +10% | +$418K | 0.05% | 384 |
|
|
2021
Q4 | $5.17M | Sell |
14,375
-520
| -3% | -$187K | 0.05% | 367 |
|
|
2021
Q3 | $4.94M | Buy |
14,895
+693
| +5% | +$230K | 0.05% | 393 |
|
|
2021
Q2 | $4.35M | Buy |
14,202
+930
| +7% | +$285K | 0.05% | 394 |
|
|
2021
Q1 | $3.27M | Buy |
13,272
+1,125
| +9% | +$277K | 0.04% | 443 |
|
|
2020
Q4 | $3.3M | Buy |
12,147
+12,072
| +16,096% | +$3.28M | 0.04% | 435 |
|
|
2020
Q3 | $1.54M | Buy |
+75
| New | +$1.54M | 0.03% | 496 |
|