Claris Financial’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
$628K Buy
1,156
+35
+3% +$19K 0.47% 64
2025
Q1
$585K Hold
1,121
0.38% 60
2024
Q4
$585K Buy
+1,121
New +$585K 0.38% 60