Elwood & Goetz Wealth Advisory Group’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	$315K	Sell	580 -14	-2%	-$7.61K	0.07%	88
2025 Q1	$294K	Buy	594 +14	+2%	+$6.93K	0.07%	77
2024 Q4	$303K	Hold	580	–	–	0.07%	77
2024 Q3	$285K	Buy	+580	New	+$285K	0.07%	77