Beacon Investment Advisory Services’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 | $32.2M | Sell |
59,295
-4,468
| -7% | -$2.43M | 1.42% | 20 |
|
|
2025
Q1 | $31.6M | Sell |
63,763
-6,190
| -9% | -$3.07M | 1.48% | 20 |
|
|
2024
Q4 | $36.5M | Sell |
69,953
-1,290
| -2% | -$673K | 1.58% | 16 |
|
|
2024
Q3 | $35M | Buy |
71,243
+99
| +0.1% | +$48.6K | 1.46% | 22 |
|
|
2024
Q2 | $31.6M | Buy |
71,144
+490
| +0.7% | +$218K | 1.36% | 23 |
|
|
2024
Q1 | $28.2M | Buy |
70,654
+21,163
| +43% | +$8.45M | 1.22% | 26 |
|
|
2023
Q4 | $16.7M | Sell |
49,491
-1,336
| -3% | -$451K | 0.76% | 43 |
|
|
2023
Q3 | $14.9M | Buy |
50,827
+15,305
| +43% | +$4.47M | 0.73% | 45 |
|
|
2023
Q2 | $12.1M | Buy |
35,522
+19,400
| +120% | +$6.63M | 0.56% | 53 |
|
|
2023
Q1 | $4.12M | Buy |
16,122
+2,910
| +22% | +$743K | 0.2% | 91 |
|
|
2022
Q4 | $3.51M | Sell |
13,212
-313
| -2% | -$83.1K | 0.18% | 98 |
|
|
2022
Q3 | $2.54M | Buy |
13,525
+7,126
| +111% | +$1.34M | 0.14% | 109 |
|
|
2022
Q2 | $1.28M | Buy |
6,399
+2,498
| +64% | +$501K | 0.07% | 140 |
|
|
2022
Q1 | $1.18M | Buy |
3,901
+1,475
| +61% | +$445K | 0.05% | 149 |
|
|
2021
Q4 | $872K | Buy |
2,426
+2
| +0.1% | +$719 | 0.03% | 178 |
|
|
2021
Q3 | $804K | Sell |
2,424
-24
| -1% | -$7.96K | 0.03% | 180 |
|
|
2021
Q2 | $750K | Buy |
2,448
+312
| +15% | +$95.6K | 0.03% | 182 |
|
|
2021
Q1 | $526K | Buy |
2,136
+21
| +1% | +$5.17K | 0.02% | 198 |
|
|
2020
Q4 | $577K | Sell |
2,115
-243
| -10% | -$66.3K | 0.03% | 176 |
|
|
2020
Q3 | $557K | Sell |
2,358
-24
| -1% | -$5.67K | 0.03% | 168 |
|
|
2020
Q2 | $452K | Buy |
2,382
+852
| +56% | +$162K | 0.03% | 174 |
|
|
2020
Q1 | $253K | Buy |
+1,530
| New | +$253K | 0.02% | 208 |
|