Halpern Financial’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q3	$2.43K	Buy	+5	New	+$2.43K	﹤0.01%	198
2022 Q3	–	Sell	-90	Closed	-$18.1K	–	265
2022 Q2	$18.1K	Buy	90 +15	+20%	+$3.01K	0.01%	129
2022 Q1	$22.6K	Hold	75	–	–	0.01%	133
2021 Q4	$26.9K	Buy	+75	New	+$26.9K	0.01%	120