Independent Solutions Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-5,248	Closed	-$1.79M	–	213
2023 Q2	$1.79M	Buy	5,248 +367	+8%	+$125K	0.45%	54
2023 Q1	$1.25M	Buy	4,881 +82	+2%	+$20.9K	0.37%	66
2022 Q4	$1.27M	Buy	+4,799	New	+$1.27M	0.39%	66