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Consilio Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Consilio Wealth Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$240K Sell
450
-3
-0.7% -$1.6K 0.09% 72
2025
Q1 		$224K Buy
453
+17
+4% +$8.42K 0.09% 64
2024
Q4 		$228K Sell
436
-7
-2% -$3.65K 0.09% 57
2024
Q3 		$218K Buy
+443
New +$218K 0.09% 66