Allen Capital Group’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	$682K	Buy	1,255 +659	+111%	+$358K	0.07%	150
2025 Q1	$295K	Sell	596 -11	-2%	-$5.45K	0.03%	207
2024 Q4	$317K	Buy	607 +48	+9%	+$25.1K	0.04%	192
2024 Q3	$275K	Buy	+559	New	+$275K	0.03%	198