Aveo Capital Partners’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	–	Sell	-727	Closed	-$390K	–	78
2025 Q1	$390K	Buy	727 +198	+37%	+$106K	0.06%	130
2024 Q4	$276K	Buy	+529	New	+$276K	0.03%	299
2017 Q1	–	Sell	-3,294	Closed	-$232K	–	173
2016 Q4	$232K	Buy	+3,294	New	+$232K	0.07%	189