AWM
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Aviso Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Aviso Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$320K Buy
589
+5
+0.9% +$2.72K 0.15% 115
2025
Q1 		$289K Buy
584
+182
+45% +$90.1K 0.15% 115
2024
Q4 		$210K Sell
402
-28
-7% -$14.6K 0.11% 139
2024
Q3 		$211K Buy
+430
New +$211K 0.11% 140