Bell Investment Advisors’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 | $105K | Buy |
193
+26
| +16% | +$14.1K | 0.02% | 155 |
|
|
2025
Q1 | $82.7K | Sell |
167
-3
| -2% | -$1.49K | 0.02% | 160 |
|
|
2024
Q4 | $88.7K | Sell |
170
-7
| -4% | -$3.65K | 0.02% | 151 |
|
|
2024
Q3 | $87K | Buy |
177
+15
| +9% | +$7.37K | 0.02% | 159 |
|
|
2024
Q2 | $72.1K | Buy |
162
+4
| +3% | +$1.78K | 0.01% | 175 |
|
|
2024
Q1 | $63.1K | Buy |
158
+8
| +5% | +$3.19K | 0.01% | 179 |
|
|
2023
Q4 | $50.6K | Buy |
150
+16
| +12% | +$5.4K | 0.01% | 198 |
|
|
2023
Q3 | $39.2K | Buy |
134
+3
| +2% | +$877 | 0.01% | 203 |
|
|
2023
Q2 | $44.8K | Buy |
131
+39
| +42% | +$13.3K | 0.01% | 182 |
|
|
2023
Q1 | $23.5K | Sell |
92
-55
| -37% | -$14.1K | 0.01% | 274 |
|
|
2022
Q4 | $39K | Buy |
147
+37
| +34% | +$9.82K | 0.01% | 197 |
|
|
2022
Q3 | $21K | Buy |
110
+21
| +24% | +$4.01K | 0.01% | 254 |
|
|
2022
Q2 | $18K | Buy |
+89
| New | +$18K | 0.01% | 286 |
|
|
2021
Q4 | $33K | Buy |
91
+4
| +5% | +$1.45K | 0.01% | 208 |
|
|
2021
Q3 | $29K | Buy |
+87
| New | +$29K | 0.01% | 217 |
|