AWM
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Affinity Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Affinity Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.51M Buy
8,298
+162
+2% +$88K 0.72% 30
2025
Q1 		$4.03M Buy
8,136
+184
+2% +$91.1K 0.75% 31
2024
Q4 		$4.15M Buy
7,952
+939
+13% +$490K 0.74% 33
2024
Q3 		$3.45M Buy
+7,013
New +$3.45M 0.61% 36