BFG
Beacon Financial Group’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $597K | Buy |
1,099
+38
| +4% | +$20.6K | 0.06% | 208 |
|
|
2025
Q1 | $525K | Sell |
1,061
-87
| -8% | -$43.1K | 0.06% | 215 |
|
|
2024
Q4 | $599K | Sell |
1,148
-7
| -0.6% | -$3.65K | 0.06% | 201 |
|
|
2024
Q3 | $567K | Buy |
1,155
+189
| +20% | +$92.8K | 0.06% | 204 |
|
|
2024
Q2 | $430K | Buy |
966
+52
| +6% | +$23.1K | 0.05% | 224 |
|
|
2024
Q1 | $365K | Hold |
914
| – | – | 0.04% | 243 |
|
|
2023
Q4 | $308K | Buy |
914
+7
| +0.8% | +$2.36K | 0.04% | 257 |
|
|
2023
Q3 | $284K | Sell |
907
-150
| -14% | -$47K | 0.04% | 216 |
|
|
2023
Q2 | $358K | Buy |
+1,057
| New | +$358K | 0.05% | 189 |
|
|
2021
Q4 | – | Sell |
-421
| Closed | -$418K | – | 230 |
|
|
2021
Q3 | $418K | Buy |
+421
| New | +$418K | 0.06% | 201 |
|