Beaumont Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Beaumont Financial Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$273K	Sell
2025 Q2	$337K	Sell
2025 Q1	$336K	Hold
2024 Q4	$354K	Buy
2024 Q3	$264K	Buy
2024 Q2	$237K	Buy