Beese Fulmer Investment 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 | $1.03M | Buy |
1,890
+140
| +8% | +$76.1K | 0.08% | 138 |
|
|
2025
Q1 | $867K | Buy |
1,750
+152
| +10% | +$75.3K | 0.07% | 127 |
|
|
2024
Q4 | $834K | Buy |
1,598
+66
| +4% | +$34.4K | 0.07% | 128 |
|
|
2024
Q3 | $753K | Sell |
1,532
-89
| -5% | -$43.7K | 0.06% | 131 |
|
|
2024
Q2 | $721K | Buy |
1,621
+62
| +4% | +$27.6K | 0.07% | 130 |
|
|
2024
Q1 | $622K | Sell |
1,559
-82
| -5% | -$32.7K | 0.06% | 138 |
|
|
2023
Q4 | $554K | Sell |
1,641
-78
| -5% | -$26.3K | 0.06% | 141 |
|
|
2023
Q3 | $502K | Buy |
1,719
+11
| +0.6% | +$3.22K | 0.06% | 146 |
|
|
2023
Q2 | $584K | Sell |
1,708
-117
| -6% | -$40K | 0.06% | 144 |
|
|
2023
Q1 | $466K | Sell |
1,825
-84
| -4% | -$21.5K | 0.05% | 156 |
|
|
2022
Q4 | $507K | Buy |
1,909
+109
| +6% | +$28.9K | 0.06% | 151 |
|
|
2022
Q3 | $337K | Sell |
1,800
-157
| -8% | -$29.4K | 0.05% | 163 |
|
|
2022
Q2 | $393K | Sell |
1,957
-165
| -8% | -$33.1K | 0.05% | 162 |
|
|
2022
Q1 | $640K | Buy |
2,122
+167
| +9% | +$50.4K | 0.07% | 142 |
|
|
2021
Q4 | $702K | Buy |
1,955
+17
| +0.9% | +$6.1K | 0.07% | 138 |
|
|
2021
Q3 | $642K | Hold |
1,938
| – | – | 0.07% | 140 |
|
|
2021
Q2 | $594K | Buy |
1,938
+510
| +36% | +$156K | 0.07% | 142 |
|
|
2021
Q1 | $352K | Buy |
1,428
+138
| +11% | +$34K | 0.04% | 161 |
|
|
2020
Q4 | $352K | Buy |
1,290
+177
| +16% | +$48.3K | 0.05% | 157 |
|
|
2020
Q3 | $263K | Buy |
1,113
+165
| +17% | +$39K | 0.04% | 167 |
|
|
2020
Q2 | $180K | Buy |
+948
| New | +$180K | 0.03% | 190 |
|