UCMOK
United Capital Management of KS’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.39M | Buy |
11,762
+741
| +7% | +$403K | 1% | 39 |
|
|
2025
Q1 | $5.46M | Buy |
11,021
+10,263
| +1,354% | +$5.08M | 1.13% | 33 |
|
|
2024
Q4 | $396K | Buy |
758
+1
| +0.1% | +$522 | 0.07% | 75 |
|
|
2024
Q3 | $372K | Hold |
757
| – | – | 0.08% | 71 |
|
|
2024
Q2 | $337K | Hold |
757
| – | – | 0.07% | 68 |
|
|
2024
Q1 | $302K | Sell |
757
-12
| -2% | -$4.79K | 0.07% | 76 |
|
|
2023
Q4 | $259K | Hold |
769
| – | – | 0.08% | 73 |
|
|
2023
Q3 | $225K | Hold |
769
| – | – | 0.08% | 71 |
|
|
2023
Q2 | $263K | Sell |
769
-105
| -12% | -$35.9K | 0.08% | 74 |
|
|
2023
Q1 | $223K | Sell |
874
-8
| -0.9% | -$2.04K | 0.08% | 78 |
|
|
2022
Q4 | $234K | Buy |
+882
| New | +$234K | 0.1% | 76 |
|
|
2022
Q2 | – | Sell |
-882
| Closed | -$266K | – | 90 |
|
|
2022
Q1 | $266K | Hold |
882
| – | – | 0.1% | 84 |
|
|
2021
Q4 | $317K | Buy |
882
+585
| +197% | +$210K | 0.12% | 77 |
|
|
2021
Q3 | $295K | Sell |
297
-18
| -6% | -$17.9K | 0.12% | 80 |
|
|
2021
Q2 | $290K | Sell |
315
-24
| -7% | -$22.1K | 0.12% | 84 |
|
|
2021
Q1 | $250K | Buy |
339
+4
| +1% | +$2.95K | 0.11% | 84 |
|
|
2020
Q4 | $274K | Sell |
335
-20
| -6% | -$16.4K | 0.13% | 84 |
|
|
2020
Q3 | $251K | Sell |
355
-6
| -2% | -$4.24K | 0.13% | 83 |
|
|
2020
Q2 | $206K | Buy |
+361
| New | +$206K | 0.12% | 81 |
|
|
2020
Q1 | – | Sell |
-361
| Closed | -$213K | – | 92 |
|
|
2019
Q4 | $213K | Buy |
+361
| New | +$213K | 0.13% | 105 |
|
|
2018
Q4 | – | Sell |
-368
| Closed | -$205K | – | 109 |
|
|
2018
Q3 | $205K | Buy |
+368
| New | +$205K | 0.16% | 111 |
|