Beacon Financial Planning’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Hold |
2,044
| – | – | 0.62% | 31 |
|
|
2025
Q1 | $1.01M | Hold |
2,044
| – | – | 0.58% | 29 |
|
|
2024
Q4 | $1.07M | Hold |
2,044
| – | – | 0.62% | 23 |
|
|
2024
Q3 | $1M | Hold |
2,044
| – | – | 0.62% | 21 |
|
|
2024
Q2 | $909K | Hold |
2,044
| – | – | 0.62% | 21 |
|
|
2024
Q1 | $816K | Hold |
2,044
| – | – | 0.57% | 22 |
|
|
2023
Q4 | $690K | Hold |
2,044
| – | – | 0.54% | 16 |
|
|
2023
Q3 | $597K | Hold |
2,044
| – | – | 0.52% | 16 |
|
|
2023
Q2 | $699K | Hold |
2,044
| – | – | 0.59% | 15 |
|
|
2023
Q1 | $522K | Hold |
2,044
| – | – | 0.49% | 15 |
|
|
2022
Q4 | $542K | Buy |
+2,044
| New | +$542K | 0.56% | 14 |
|