Kestra Private Wealth 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 | $26.7M | Buy |
49,179
+2,413
| +5% | +$1.31M | 0.38% | 45 |
|
|
2025
Q1 | $23.2M | Buy |
46,766
+1,248
| +3% | +$618K | 0.39% | 46 |
|
|
2024
Q4 | $23.8M | Buy |
45,518
+3,809
| +9% | +$1.99M | 0.4% | 45 |
|
|
2024
Q3 | $20.5M | Buy |
41,709
+5,716
| +16% | +$2.81M | 0.38% | 51 |
|
|
2024
Q2 | $16M | Buy |
35,993
+27,620
| +330% | +$12.3M | 0.32% | 65 |
|
|
2024
Q1 | $3.34M | Buy |
8,373
+4,233
| +102% | +$1.69M | 0.08% | 268 |
|
|
2023
Q4 | $1.4M | Buy |
4,140
+373
| +10% | +$126K | 0.04% | 435 |
|
|
2023
Q3 | $1.1M | Buy |
3,767
+395
| +12% | +$115K | 0.03% | 438 |
|
|
2023
Q2 | $1.15M | Buy |
3,372
+175
| +5% | +$59.8K | 0.04% | 405 |
|
|
2023
Q1 | $817K | Buy |
3,197
+365
| +13% | +$93.2K | 0.03% | 465 |
|
|
2022
Q4 | $751K | Buy |
2,832
+876
| +45% | +$232K | 0.04% | 426 |
|
|
2022
Q3 | $367K | Buy |
1,956
+539
| +38% | +$101K | 0.02% | 583 |
|
|
2022
Q2 | $284K | Buy |
1,417
+151
| +12% | +$30.3K | 0.02% | 672 |
|
|
2022
Q1 | $382K | Sell |
1,266
-65
| -5% | -$19.6K | 0.02% | 667 |
|
|
2021
Q4 | $478K | Buy |
1,331
+194
| +17% | +$69.7K | 0.02% | 610 |
|
|
2021
Q3 | $377K | Buy |
1,137
+48
| +4% | +$15.9K | 0.02% | 625 |
|
|
2021
Q2 | $334K | Sell |
1,089
-3
| -0.3% | -$920 | 0.02% | 636 |
|
|
2021
Q1 | $269K | Buy |
+1,092
| New | +$269K | 0.02% | 636 |
|