IBEX Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

IBEX Wealth Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell
2025 Q3	$314K	Sell
2025 Q2	$764K	Buy
2024 Q3	–	Sell
2024 Q2	$23.6K	Buy
2017 Q1	–	Sell
2016 Q4	$9K	Buy