Beaird Harris Wealth Management’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 | $9.78K | Buy |
18
+10
| +125% | +$5.43K | ﹤0.01% | 381 |
|
|
2025
Q1 | $3.96K | Sell |
8
-20
| -71% | -$9.91K | ﹤0.01% | 400 |
|
|
2024
Q4 | $14.6K | Hold |
28
| – | – | ﹤0.01% | 326 |
|
|
2024
Q3 | $13.8K | Hold |
28
| – | – | ﹤0.01% | 315 |
|
|
2024
Q2 | $12.5K | Hold |
28
| – | – | ﹤0.01% | 352 |
|
|
2024
Q1 | $11.2K | Sell |
28
-30
| -52% | -$12K | ﹤0.01% | 323 |
|
|
2023
Q4 | $19.6K | Buy |
+58
| New | +$19.6K | ﹤0.01% | 264 |
|
|
2023
Q1 | – | Sell |
-73
| Closed | -$19.4K | – | 601 |
|
|
2022
Q4 | $19.4K | Buy |
+73
| New | +$19.4K | ﹤0.01% | 258 |
|