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AGH Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

AGH Wealth Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$400K Buy
737
+109
+17% +$59.2K 0.33% 65
2025
Q1 		$311K Sell
628
-72
-10% -$35.7K 0.3% 80
2024
Q4 		$365K Buy
+700
New +$365K 0.34% 69