Kingswood Wealth Advisors’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 | $1.15M | Sell |
2,121
-100
| -5% | -$54.3K | 0.09% | 232 |
|
|
2025
Q1 | $1.1M | Sell |
2,221
-23
| -1% | -$11.4K | 0.1% | 226 |
|
|
2024
Q4 | $1.17M | Sell |
2,244
-546
| -20% | -$285K | 0.09% | 238 |
|
|
2024
Q3 | $1.37M | Sell |
2,790
-1,050
| -27% | -$516K | 0.1% | 234 |
|
|
2024
Q2 | $1.71M | Buy |
3,840
+1,327
| +53% | +$590K | 0.15% | 134 |
|
|
2024
Q1 | $1M | Sell |
2,513
-487
| -16% | -$194K | 0.12% | 203 |
|
|
2023
Q4 | $1.01M | Buy |
3,000
+172
| +6% | +$58K | 0.11% | 194 |
|
|
2023
Q3 | $907K | Buy |
+2,828
| New | +$907K | 0.16% | 155 |
|