Alteri Wealth’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	$252K	Sell	464 -23	-5%	-$12.5K	0.1%	228
2025 Q1	$241K	Sell	487 -12	-2%	-$5.94K	0.11%	218
2024 Q4	$260K	Buy	+499	New	+$260K	0.07%	203