Austin Private 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
$391K Sell
719
-76
-10% -$41.3K 0.03% 202
2025
Q1
$394K Buy
795
+16
+2% +$7.92K 0.04% 184
2024
Q4
$407K Sell
779
-485
-38% -$253K 0.04% 169
2024
Q3
$621K Buy
1,264
+367
+41% +$180K 0.06% 113
2024
Q2
$399K Buy
897
+41
+5% +$18.2K 0.04% 146
2024
Q1
$328K Buy
856
+71
+9% +$27.2K 0.04% 163
2023
Q4
$265K Buy
+785
New +$265K 0.03% 168