BWM
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Bernard Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bernard Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$58.7K Hold
108
– – 0.03% 119
2025
Q1 		$53.5K Hold
108
– – 0.03% 115
2024
Q4 		$56.4K Buy
+108
New +$56.4K 0.03% 114