EnRich Financial Partners’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-336	Closed	-$175K	–	136
2024 Q4	$175K	Hold	336	–	–	0.06%	61
2024 Q3	$165K	Hold	336	–	–	0.06%	60
2024 Q2	$149K	Hold	336	–	–	0.05%	60
2024 Q1	$134K	Buy	+336	New	+$134K	0.05%	58