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Essential Planning’s Intuitive Surgical ISRG Stock Holding History

Essential Planning’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,230
Closed -$4.28M – 184
2024
Q4 		$4.28M Buy
+8,230
New +$4.28M 0.03% 133