Blue Bell Private Wealth 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
Q3 | $64.8K | Buy |
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|
2025
Q2 | $78.3K | Buy |
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|
2025
Q1 | $59.4K | Hold |
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|
2024
Q4 | $62.6K | Hold |
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|
2024
Q3 | $59K | Sell |
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|
2024
Q2 | $54.3K | Buy |
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|
2024
Q1 | $48.3K | Buy |
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|
2023
Q4 | $40.1K | Hold |
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|
2023
Q3 | $34.8K | Hold |
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|
2023
Q2 | $40.7K | Buy |
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|
2023
Q1 | $28.4K | Hold |
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|
2022
Q4 | $29.5K | Hold |
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|
2022
Q3 | $21K | Sell |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $38K | Sell |
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|
2021
Q4 | $49K | Buy |
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