Falcon Wealth Planning’s Intuitive Surgical ISRG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.56M Sell
2025
Q2
$3.14M Buy
2025
Q1
$2.84M Buy
2024
Q4
$2.98M Buy
2024
Q3
$2.8M Buy
2024
Q2
$2.52M Sell
2024
Q1
$2.47M Buy
2023
Q4
$2.08M Buy