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
2026 Q1	$73.3K	Buy	159 +9	+6%	+$4.55K	0.01%	375
2025 Q4	$85K	Buy	150 +5	+3%	+$2.66K	0.01%	351
2025 Q3	$64.8K	Buy	145 +1	+0.7%	+$480	0.01%	371
2025 Q2	$78.3K	Buy	144 +24	+20%	+$12.5K	0.01%	338
2025 Q1	$59.4K	Hold	120	–	–	0.01%	361
2024 Q4	$62.6K	Hold	120	–	–	0.01%	333
2024 Q3	$59K	Sell	120 -2	-2%	-$931	0.01%	342
2024 Q2	$54.3K	Buy	122 +1	+0.8%	+$398	0.01%	344
2024 Q1	$48.3K	Buy	121 +2	+2%	+$756	0.01%	357
2023 Q4	$40.1K	Hold	119	–	–	0.01%	353
2023 Q3	$34.8K	Hold	119	–	–	0.01%	298
2023 Q2	$40.7K	Buy	119 +8	+7%	+$2.42K	0.01%	277
2023 Q1	$28.4K	Hold	111	–	–	0.01%	285
2022 Q4	$29.5K	Hold	111	–	–	0.01%	272
2022 Q3	$21K	Sell	111 -15	-12%	-$3.22K	0.01%	293
2022 Q2	$25K	Hold	126	–	–	0.01%	289
2022 Q1	$38K	Sell	126 -10	-7%	-$2.92K	0.01%	248
2021 Q4	$49K	Buy	+136	New	+$46.8K	0.01%	211