GPWM
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Grant Private Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-3,953
Closed -$1.95M 104
2025
Q1
$1.95M Buy
3,953
+503
+15% +$248K 2.1% 11
2024
Q4
$1.8M Buy
+3,450
New +$1.8M 1.94% 12