Bell Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$82.1K	Sell	178 -5	-3%	-$2.53K	0.01%	190
2025 Q4	$104K	Buy	183 +40	+28%	+$21.3K	0.02%	165
2025 Q3	$64K	Sell	143 -50	-26%	-$24K	0.01%	212
2025 Q2	$105K	Buy	193 +26	+16%	+$13.6K	0.02%	155
2025 Q1	$82.7K	Sell	167 -3	-2%	-$1.66K	0.02%	160
2024 Q4	$88.7K	Sell	170 -7	-4%	-$3.65K	0.02%	151
2024 Q3	$87K	Buy	177 +15	+9%	+$6.98K	0.02%	159
2024 Q2	$72.1K	Buy	162 +4	+3%	+$1.59K	0.01%	175
2024 Q1	$63.1K	Buy	158 +8	+5%	+$3.02K	0.01%	179
2023 Q4	$50.6K	Buy	150 +16	+12%	+$4.77K	0.01%	198
2023 Q3	$39.2K	Buy	134 +3	+2%	+$937	0.01%	203
2023 Q2	$44.8K	Buy	131 +39	+42%	+$11.8K	0.01%	182
2023 Q1	$23.5K	Sell	92 -55	-37%	-$13.6K	0.01%	274
2022 Q4	$39K	Buy	147 +37	+34%	+$9.02K	0.01%	197
2022 Q3	$21K	Buy	110 +21	+24%	+$4.51K	0.01%	254
2022 Q2	$18K	Buy	+89	New	+$20.9K	0.01%	286
2021 Q4	$33K	Buy	91 +4	+5%	+$1.38K	0.01%	208
2021 Q3	$29K	Buy	+87	New	+$29.2K	0.01%	217