Kestra Private Wealth Services’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $22.3M | Buy |
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|
2025
Q2 | $26.7M | Buy |
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|
2025
Q1 | $23.2M | Buy |
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|
2024
Q4 | $23.8M | Buy |
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|
2024
Q3 | $20.5M | Buy |
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|
2024
Q2 | $16M | Buy |
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|
2024
Q1 | $3.34M | Buy |
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|
2023
Q4 | $1.4M | Buy |
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|
2023
Q3 | $1.1M | Buy |
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|
2023
Q2 | $1.15M | Buy |
|
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|
2023
Q1 | $817K | Buy |
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|
2022
Q4 | $751K | Buy |
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|
2022
Q3 | $367K | Buy |
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|
2022
Q2 | $284K | Buy |
|
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|
2022
Q1 | $382K | Sell |
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|
2021
Q4 | $478K | Buy |
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|
2021
Q3 | $377K | Buy |
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|
2021
Q2 | $334K | Sell |
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|
2021
Q1 | $269K | Buy |
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