LRWM
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Lord & Richards Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Lord & Richards Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$392K Buy
722
+195
+37% +$106K 0.41% 49
2025
Q1 		$261K Buy
+527
New +$261K 0.3% 64