Beese Fulmer Investment Management’s Intuitive Surgical ISRG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.03M | Buy |
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|
2025
Q1 | $867K | Buy |
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|
2024
Q4 | $834K | Buy |
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|
2024
Q3 | $753K | Sell |
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|
2024
Q2 | $721K | Buy |
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|
2024
Q1 | $622K | Sell |
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|
2023
Q4 | $554K | Sell |
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|
2023
Q3 | $502K | Buy |
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|
2023
Q2 | $584K | Sell |
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|
2023
Q1 | $466K | Sell |
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|
2022
Q4 | $507K | Buy |
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|
2022
Q3 | $337K | Sell |
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|
2022
Q2 | $393K | Sell |
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|
2022
Q1 | $640K | Buy |
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|
2021
Q4 | $702K | Buy |
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|
2021
Q3 | $642K | Hold |
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|
2021
Q2 | $594K | Buy |
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|
2021
Q1 | $352K | Buy |
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|
2020
Q4 | $352K | Buy |
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|
2020
Q3 | $263K | Buy |
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|
2020
Q2 | $180K | Buy |
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