Lifeworks Advisors’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
$1.13M Buy
2,080
+43
+2% +$23.4K 0.17% 117
2025
Q1
$1.01M Buy
2,037
+1,611
+378% +$798K 0.17% 124
2024
Q4
$222K Buy
+426
New +$222K 0.04% 279