Beacon Financial Group’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
Q3 | $462K | Sell |
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|
2025
Q2 | $597K | Buy |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $599K | Sell |
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|
2024
Q3 | $567K | Buy |
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|
2024
Q2 | $430K | Buy |
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|
2024
Q1 | $365K | Hold |
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|
2023
Q4 | $308K | Buy |
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|
2023
Q3 | $284K | Sell |
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|
2023
Q2 | $358K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $418K | Buy |
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