Keyvantage Wealth’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	–	Sell	-427	Closed	-$211K	–	99
2025 Q1	$211K	Sell	427 -93	-18%	-$46.1K	0.1%	91
2024 Q4	$271K	Buy	+520	New	+$271K	0.19%	74