Kestra Investment Management’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
$1.31M Buy
2,513
+1,306
+108% +$679K 0.02% 237
2025
Q1
$598K Buy
1,207
+751
+165% +$372K 0.02% 246
2024
Q4
$238K Sell
456
-317
-41% -$165K 0.01% 326
2024
Q3
$380K Buy
+773
New +$380K 0.02% 239