Beacon Pointe Advisors’s Intuitive Surgical ISRG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.36M | Buy |
6,185
+2,029
| +49% | +$1.1M | 0.04% | 381 |
|
|
2025
Q1 | $2.06M | Sell |
4,156
-1,162
| -22% | -$576K | 0.02% | 456 |
|
|
2024
Q4 | $2.78M | Sell |
5,318
-2,695
| -34% | -$1.41M | 0.03% | 388 |
|
|
2024
Q3 | $3.94M | Buy |
8,013
+265
| +3% | +$130K | 0.05% | 338 |
|
|
2024
Q2 | $3.45M | Sell |
7,748
-733
| -9% | -$326K | 0.04% | 355 |
|
|
2024
Q1 | $3.38M | Sell |
8,481
-833
| -9% | -$332K | 0.04% | 375 |
|
|
2023
Q4 | $3.14M | Sell |
9,314
-511
| -5% | -$172K | 0.04% | 383 |
|
|
2023
Q3 | $2.87M | Buy |
9,825
+2,480
| +34% | +$725K | 0.04% | 384 |
|
|
2023
Q2 | $2.51M | Sell |
7,345
-145
| -2% | -$49.6K | 0.04% | 333 |
|
|
2023
Q1 | $1.91M | Sell |
7,490
-656
| -8% | -$168K | 0.03% | 403 |
|
|
2022
Q4 | $2.16M | Buy |
8,146
+222
| +3% | +$58.9K | 0.04% | 346 |
|
|
2022
Q3 | $1.49M | Buy |
7,924
+60
| +0.8% | +$11.3K | 0.03% | 379 |
|
|
2022
Q2 | $1.58M | Sell |
7,864
-4,882
| -38% | -$978K | 0.03% | 371 |
|
|
2022
Q1 | $3.85M | Buy |
12,746
+7,020
| +123% | +$2.12M | 0.05% | 304 |
|
|
2021
Q4 | $2.06M | Buy |
5,726
+740
| +15% | +$266K | 0.05% | 256 |
|
|
2021
Q3 | $1.65M | Sell |
4,986
-2,010
| -29% | -$666K | 0.04% | 312 |
|
|
2021
Q2 | $2.14M | Buy |
6,996
+5,454
| +354% | +$1.67M | 0.08% | 209 |
|
|
2021
Q1 | $377K | Sell |
1,542
-5,025
| -77% | -$1.23M | 0.02% | 338 |
|
|
2020
Q4 | $1.79M | Buy |
6,567
+5,697
| +655% | +$1.55M | 0.12% | 139 |
|
|
2020
Q3 | $206K | Sell |
870
-2,019
| -70% | -$478K | 0.02% | 370 |
|
|
2020
Q2 | $549K | Buy |
+2,889
| New | +$549K | 0.06% | 221 |
|