Beaumont Financial Advisors’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	$337K	Sell	620 -58	-9%	-$31.5K	0.02%	278
2025 Q1	$336K	Hold	678	–	–	0.03%	273
2024 Q4	$354K	Buy	678 +140	+26%	+$73.1K	0.03%	266
2024 Q3	$264K	Buy	538 +6	+1%	+$2.95K	0.02%	291
2024 Q2	$237K	Buy	+532	New	+$237K	0.02%	318