Jacksonville 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
2025 Q2	$2.18M	Sell	4,006 -12	-0.3%	-$6.52K	1.75%	17
2025 Q1	$1.99M	Sell	4,018 -22	-0.5%	-$10.9K	1.96%	16
2024 Q4	$2.11M	Buy	+4,040	New	+$2.11M	1.97%	15