Blue Bell Private Wealth 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 | $78.3K | Buy |
144
+24
| +20% | +$13K | 0.01% | 338 |
|
|
2025
Q1 | $59.4K | Hold |
120
| – | – | 0.01% | 361 |
|
|
2024
Q4 | $62.6K | Hold |
120
| – | – | 0.01% | 332 |
|
|
2024
Q3 | $59K | Sell |
120
-2
| -2% | -$983 | 0.01% | 342 |
|
|
2024
Q2 | $54.3K | Buy |
122
+1
| +0.8% | +$445 | 0.01% | 344 |
|
|
2024
Q1 | $48.3K | Buy |
121
+2
| +2% | +$798 | 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% | +$2.74K | 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% | -$2.84K | 0.01% | 291 |
|
|
2022
Q2 | $25K | Hold |
126
| – | – | 0.01% | 286 |
|
|
2022
Q1 | $38K | Sell |
126
-10
| -7% | -$3.02K | 0.01% | 244 |
|
|
2021
Q4 | $49K | Buy |
+136
| New | +$49K | 0.01% | 209 |
|