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

BKM 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
2024
Q1 		– Sell
-42
Closed -$14.2K – 360
2023
Q4 		$14.2K Buy
+42
New +$14.2K 0.01% 425