KA
Kovack Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
1,081
+6
| +0.6% | +$3.26K | 0.06% | 291 |
|
|
2025
Q1 | $532K | Sell |
1,075
-611
| -36% | -$303K | 0.06% | 286 |
|
|
2024
Q4 | $880K | Buy |
1,686
+298
| +21% | +$156K | 0.09% | 191 |
|
|
2024
Q3 | $682K | Buy |
1,388
+135
| +11% | +$66.3K | 0.07% | 236 |
|
|
2024
Q2 | $557K | Sell |
1,253
-67
| -5% | -$29.8K | 0.06% | 283 |
|
|
2024
Q1 | $527K | Sell |
1,320
-30
| -2% | -$12K | 0.06% | 249 |
|
|
2023
Q4 | $455K | Buy |
1,350
+305
| +29% | +$103K | 0.05% | 320 |
|
|
2023
Q3 | $305K | Sell |
1,045
-50
| -5% | -$14.6K | 0.04% | 382 |
|
|
2023
Q2 | $374K | Buy |
1,095
+101
| +10% | +$34.5K | 0.05% | 355 |
|
|
2023
Q1 | $254K | Buy |
994
+27
| +3% | +$6.9K | 0.03% | 450 |
|
|
2022
Q4 | $257K | Sell |
967
-390
| -29% | -$103K | 0.04% | 444 |
|
|
2022
Q3 | $254K | Buy |
+1,357
| New | +$254K | 0.04% | 454 |
|
|
2022
Q2 | – | Sell |
-756
| Closed | -$228K | – | 650 |
|
|
2022
Q1 | $228K | Sell |
756
-3,015
| -80% | -$909K | 0.02% | 617 |
|
|
2021
Q4 | $1.36M | Buy |
3,771
+2,737
| +265% | +$983K | 0.13% | 171 |
|
|
2021
Q3 | $1.03M | Buy |
1,034
+441
| +74% | +$438K | 0.11% | 207 |
|
|
2021
Q2 | $545K | Buy |
593
+115
| +24% | +$106K | 0.06% | 334 |
|
|
2021
Q1 | $353K | Sell |
478
-43
| -8% | -$31.8K | 0.05% | 400 |
|
|
2020
Q4 | $426K | Buy |
+521
| New | +$426K | 0.06% | 317 |
|
|
2020
Q2 | – | Sell |
-604
| Closed | -$299K | – | 488 |
|
|
2020
Q1 | $299K | Sell |
604
-13
| -2% | -$6.44K | 0.07% | 289 |
|
|
2019
Q4 | $364K | Sell |
617
-548
| -47% | -$323K | 0.07% | 320 |
|
|
2019
Q3 | $629K | Buy |
1,165
+29
| +3% | +$15.7K | 0.13% | 186 |
|
|
2019
Q2 | $596K | Sell |
1,136
-533
| -32% | -$280K | 0.14% | 183 |
|
|
2019
Q1 | $952K | Buy |
1,669
+154
| +10% | +$87.8K | 0.24% | 110 |
|
|
2018
Q4 | $725K | Sell |
1,515
-153
| -9% | -$73.2K | 0.21% | 117 |
|
|
2018
Q3 | $957K | Sell |
1,668
-133
| -7% | -$76.3K | 0.25% | 104 |
|
|
2018
Q2 | $862K | Buy |
1,801
+166
| +10% | +$79.5K | 0.24% | 109 |
|
|
2018
Q1 | $675K | Buy |
1,635
+786
| +93% | +$324K | 0.17% | 145 |
|
|
2017
Q4 | $310K | Buy |
849
+629
| +286% | +$230K | 0.08% | 299 |
|
|
2017
Q3 | $230K | Buy |
+220
| New | +$230K | 0.08% | 287 |
|