Financial Life Planners’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
Sell
-253
Closed -$125K 68
2025
Q1
$125K Buy
253
+97
+62% +$48K 0.12% 68
2024
Q4
$81.4K Buy
+156
New +$81.4K 0.07% 92