4Wealth 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
Sell
-829
Closed -$411K 133
2025
Q1
$411K Sell
829
-795
-49% -$394K 0.45% 80
2024
Q4
$848K Buy
+1,624
New +$848K 0.85% 28