BFC

Bedel Financial Consulting’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.75M	Sell	3,216 -36	-1%	-$19.6K	0.24%	59
2025 Q1	$1.73M	Hold	3,252	–	–	0.25%	53
2024 Q4	$1.92M	Sell	3,252 -192	-6%	-$113K	0.27%	51
2024 Q3	$1.69M	Hold	3,444	–	–	0.24%	53
2024 Q2	$1.53M	Hold	3,444	–	–	0.22%	54
2024 Q1	$1.37M	Hold	3,444	–	–	0.22%	62
2023 Q4	$1.16M	Sell	3,444 -37	-1%	-$12.5K	0.21%	66
2023 Q3	$1.02M	Hold	3,481	–	–	0.21%	65
2023 Q2	$1.19M	Sell	3,481 -135	-4%	-$46.2K	0.25%	57
2023 Q1	$924K	Hold	3,616	–	–	0.23%	66
2022 Q4	$960K	Hold	3,616	–	–	0.24%	61
2022 Q3	$876K	Buy	3,616 +6	+0.2%	+$1.45K	0.23%	65
2022 Q2	$725K	Hold	3,610	–	–	0.21%	65
2022 Q1	$1.09M	Buy	3,610 +129	+4%	+$38.9K	0.34%	42
2021 Q4	$1.25M	Buy	3,481 +2,301	+195%	+$827K	0.39%	39
2021 Q3	$1.17M	Hold	1,180	–	–	0.4%	33
2021 Q2	$1.09M	Hold	1,180	–	–	0.38%	35
2021 Q1	$872K	Hold	1,180	–	–	0.34%	46
2020 Q4	$965K	Hold	1,180	–	–	0.43%	33
2020 Q3	$837K	Buy	1,180 +1	+0.1%	+$709	0.42%	35
2020 Q2	$672K	Sell	1,179 -1	-0.1%	-$570	0.36%	41
2020 Q1	$584K	Sell	1,180 -2	-0.2%	-$990	0.39%	39
2019 Q4	$699K	Buy	1,182 +16	+1%	+$9.46K	0.4%	41
2019 Q3	$630K	Sell	1,166 -666	-36%	-$360K	0.38%	49
2019 Q2	$961K	Hold	1,832	–	–	0.58%	29
2019 Q1	$1.05M	Hold	1,832	–	–	0.67%	27
2018 Q4	$877K	Hold	1,832	–	–	0.63%	29
2018 Q3	$994K	Hold	1,832	–	–	0.66%	26
2018 Q2	$877K	Sell	1,832 -6	-0.3%	-$2.87K	0.65%	27
2018 Q1	$759K	Hold	1,838	–	–	0.58%	31
2017 Q4	$671K	Buy	+1,838	New	+$671K	0.6%	37