Avantax Planning Partners’s Intuitive Surgical ISRG Stock Holding History

Avantax Planning Partners’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$835K	Buy
2025 Q2	$785K	Buy
2025 Q1	$571K	Buy
2024 Q4	$549K	Buy
2024 Q3	$473K	Sell
2024 Q2	$919K	Buy
2024 Q1	$710K	Buy
2023 Q4	$502K	Buy
2023 Q3	$399K	Buy
2018 Q2	–	Sell
2018 Q1	$23K	Buy