United Capital Management of KS’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
Q2 | $6.39M | Buy |
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|
2025
Q1 | $5.46M | Buy |
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|
2024
Q4 | $396K | Buy |
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|
2024
Q3 | $372K | Hold |
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|
2024
Q2 | $337K | Hold |
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|
2024
Q1 | $302K | Sell |
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|
2023
Q4 | $259K | Hold |
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|
2023
Q3 | $225K | Hold |
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|
2023
Q2 | $263K | Sell |
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|
2023
Q1 | $223K | Sell |
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|
2022
Q4 | $234K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $266K | Hold |
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|
2021
Q4 | $317K | Sell |
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|
2021
Q3 | $295K | Sell |
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|
2021
Q2 | $290K | Sell |
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|
2021
Q1 | $250K | Buy |
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|
2020
Q4 | $274K | Sell |
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|
2020
Q3 | $251K | Sell |
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|
2020
Q2 | $206K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $213K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $205K | Buy |
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