Cherrydale Wealth Management’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
$270K Buy
496
+34
+7% +$18.5K 0.09% 57
2025
Q1
$229K Sell
462
-3
-0.6% -$1.49K 0.09% 61
2024
Q4
$243K Hold
465
0.09% 60
2024
Q3
$228K Hold
465
0.09% 57
2024
Q2
$207K Buy
+465
New +$207K 0.09% 60