KMG Fiduciary Partners’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 | $7.86M | Buy |
14,465
+521
| +4% | +$283K | 0.58% | 51 |
|
|
2025
Q1 | $6.91M | Sell |
13,944
-305
| -2% | -$151K | 0.57% | 49 |
|
|
2024
Q4 | $7.44M | Buy |
14,249
+21
| +0.1% | +$11K | 0.62% | 39 |
|
|
2024
Q3 | $6.99M | Buy |
14,228
+140
| +1% | +$68.8K | 0.6% | 40 |
|
|
2024
Q2 | $6.27M | Buy |
14,088
+120
| +0.9% | +$53.4K | 0.62% | 39 |
|
|
2024
Q1 | $5.57M | Buy |
13,968
+2,305
| +20% | +$920K | 0.58% | 47 |
|
|
2023
Q4 | $3.93M | Buy |
11,663
+606
| +5% | +$204K | 0.46% | 60 |
|
|
2023
Q3 | $3.23M | Buy |
11,057
+499
| +5% | +$146K | 0.43% | 63 |
|
|
2023
Q2 | $3.61M | Sell |
10,558
-202
| -2% | -$69.1K | 0.47% | 56 |
|
|
2023
Q1 | $2.75M | Buy |
10,760
+323
| +3% | +$82.5K | 0.39% | 69 |
|
|
2022
Q4 | $2.77M | Buy |
10,437
+408
| +4% | +$108K | 0.45% | 65 |
|
|
2022
Q3 | $1.88M | Buy |
10,029
+4,054
| +68% | +$760K | 0.36% | 76 |
|
|
2022
Q2 | $1.2M | Buy |
5,975
+1,452
| +32% | +$291K | 0.22% | 94 |
|
|
2022
Q1 | $1.36M | Buy |
4,523
+2,034
| +82% | +$613K | 0.22% | 94 |
|
|
2021
Q4 | $894K | Buy |
2,489
+1,223
| +97% | +$439K | 0.14% | 113 |
|
|
2021
Q3 | $420K | Buy |
+1,266
| New | +$420K | 0.07% | 144 |
|