Beacon Investment Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$14.6M	Sell	36,626 -1,895	-5%	-$828K	0.54%	48
2026 Q1	$17.8M	Sell	38,521 -16,430	-30%	-$8.31M	0.73%	41
2025 Q4	$31.1M	Sell	54,951 -2,522	-4%	-$1.34M	1.27%	22
2025 Q3	$25.7M	Sell	57,473 -1,822	-3%	-$874K	1.08%	28
2025 Q2	$32.2M	Sell	59,295 -4,468	-7%	-$2.34M	1.42%	20
2025 Q1	$31.6M	Sell	63,763 -6,190	-9%	-$3.42M	1.48%	20
2024 Q4	$36.5M	Sell	69,953 -1,290	-2%	-$672K	1.58%	16
2024 Q3	$35M	Buy	71,243 +99	+0.1%	+$46.1K	1.46%	22
2024 Q2	$31.6M	Buy	71,144 +490	+0.7%	+$195K	1.36%	23
2024 Q1	$28.2M	Buy	70,654 +21,163	+43%	+$8M	1.22%	26
2023 Q4	$16.7M	Sell	49,491 -1,336	-3%	-$398K	0.76%	43
2023 Q3	$14.9M	Buy	50,827 +15,305	+43%	+$4.78M	0.73%	45
2023 Q2	$12.1M	Buy	35,522 +19,400	+120%	+$5.87M	0.56%	53
2023 Q1	$4.12M	Buy	16,122 +2,910	+22%	+$717K	0.2%	91
2022 Q4	$3.51M	Sell	13,212 -313	-2%	-$76.3K	0.18%	98
2022 Q3	$2.54M	Buy	13,525 +7,126	+111%	+$1.53M	0.14%	109
2022 Q2	$1.28M	Buy	6,399 +2,498	+64%	+$586K	0.07%	142
2022 Q1	$1.18M	Buy	3,901 +1,475	+61%	+$431K	0.05%	149
2021 Q4	$872K	Buy	2,426 +2	+0.1%	+$688	0.03%	178
2021 Q3	$804K	Sell	2,424 -24	-1%	-$8.06K	0.03%	180
2021 Q2	$750K	Buy	2,448 +312	+15%	+$87.5K	0.03%	182
2021 Q1	$526K	Buy	2,136 +21	+1%	+$5.28K	0.02%	198
2020 Q4	$577K	Sell	2,115 -243	-10%	-$60.3K	0.03%	176
2020 Q3	$557K	Sell	2,358 -24	-1%	-$5.39K	0.03%	168
2020 Q2	$452K	Buy	2,382 +852	+56%	+$153K	0.03%	174
2020 Q1	$253K	Buy	+1,530	New	+$280K	0.02%	208