Burling Wealth 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	$485K	Sell	892 -172	-16%	-$93.5K	0.09%	125
2025 Q1	$527K	Sell	1,064 -55	-5%	-$27.2K	0.11%	113
2024 Q4	$584K	Buy	+1,119	New	+$584K	0.12%	115