KWM
Kingsview Wealth Management’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.36M | Sell |
4,346
-189
| -4% | -$103K | 0.04% | 404 |
|
|
2025
Q1 | $2.25M | Buy |
4,535
+181
| +4% | +$89.6K | 0.04% | 366 |
|
|
2024
Q4 | $2.27M | Buy |
4,354
+94
| +2% | +$49.1K | 0.04% | 360 |
|
|
2024
Q3 | $2.09M | Sell |
4,260
-68
| -2% | -$33.4K | 0.04% | 368 |
|
|
2024
Q2 | $1.93M | Buy |
4,328
+184
| +4% | +$81.9K | 0.05% | 357 |
|
|
2024
Q1 | $1.65M | Buy |
4,144
+51
| +1% | +$20.4K | 0.04% | 379 |
|
|
2023
Q4 | $1.38M | Buy |
4,093
+165
| +4% | +$55.7K | 0.04% | 371 |
|
|
2023
Q3 | $1.15M | Buy |
3,928
+420
| +12% | +$123K | 0.04% | 403 |
|
|
2023
Q2 | $1.2M | Buy |
3,508
+2,556
| +268% | +$874K | 0.05% | 353 |
|
|
2023
Q1 | $243K | Buy |
952
+155
| +19% | +$39.6K | 0.01% | 781 |
|
|
2022
Q4 | $211K | Buy |
+797
| New | +$211K | 0.01% | 773 |
|
|
2022
Q2 | – | Sell |
-1,228
| Closed | -$370K | – | 864 |
|
|
2022
Q1 | $370K | Sell |
1,228
-11
| -0.9% | -$3.32K | 0.02% | 644 |
|
|
2021
Q4 | $445K | Buy |
1,239
+797
| +180% | +$286K | 0.02% | 597 |
|
|
2021
Q3 | $439K | Buy |
442
+110
| +33% | +$109K | 0.02% | 581 |
|
|
2021
Q2 | $308K | Sell |
332
-69
| -17% | -$64K | 0.02% | 688 |
|
|
2021
Q1 | $300K | Sell |
401
-18
| -4% | -$13.5K | 0.02% | 641 |
|
|
2020
Q4 | $343K | Buy |
+419
| New | +$343K | 0.02% | 525 |
|