MBL 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	$209K	Buy	+384	New	+$209K	0.02%	225
2025 Q1	–	Sell	-410	Closed	-$214K	–	231
2024 Q4	$214K	Sell	410 -10	-2%	-$5.22K	0.02%	209
2024 Q3	$206K	Buy	+420	New	+$206K	0.02%	199