Allium Financial 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	$229K	Hold	422	–	–	0.17%	79
2025 Q1	$209K	Buy	+422	New	+$209K	0.19%	77