Gentry Private Wealth’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
$472K Sell
868
-8
-0.9% -$4.35K 0.36% 49
2025
Q1
$434K Buy
+876
New +$434K 0.36% 65