Consilium Wealth Advisory’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	$975K	Buy	+1,794	New	+$975K	0.41%	42
2022 Q1	–	Sell	-3,071	Closed	-$1.1M	–	87
2021 Q4	$1.1M	Buy	+3,071	New	+$1.1M	0.71%	31