Capital & Planning LLC’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q1
Sell
-7
Closed -$3.65K 102
2024
Q4
$3.65K Buy
+7
New +$3.65K ﹤0.01% 133