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Forvis Mazars Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Forvis Mazars Wealth Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-459
Closed -$376K – 320
2020
Q4 		$376K Buy
459
+31
+7% +$25.4K 0.02% 261
2020
Q3 		$304K Buy
428
+19
+5% +$13.5K 0.02% 256
2020
Q2 		$233K Buy
+409
New +$233K 0.02% 281