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Brendel Financial Advisors’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,739
Closed -$1.85M 106
2025
Q1
$1.85M Sell
3,739
-99
-3% -$49K 1.13% 40
2024
Q4
$2M Buy
+3,838
New +$2M 1.21% 40