KMG Fiduciary Partners’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 | $6.96M | Buy |
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|
2025
Q2 | $7.86M | Buy |
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|
2025
Q1 | $6.91M | Sell |
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|
2024
Q4 | $7.44M | Buy |
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|
2024
Q3 | $6.99M | Buy |
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|
2024
Q2 | $6.27M | Buy |
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|
2024
Q1 | $5.57M | Buy |
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|
2023
Q4 | $3.93M | Buy |
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|
2023
Q3 | $3.23M | Buy |
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|
2023
Q2 | $3.61M | Sell |
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|
2023
Q1 | $2.75M | Buy |
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|
2022
Q4 | $2.77M | Buy |
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|
2022
Q3 | $1.88M | Buy |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | $1.36M | Buy |
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|
2021
Q4 | $894K | Buy |
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|
2021
Q3 | $420K | Buy |
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