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Montz Harcus Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Montz Harcus Wealth Management’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$230K Sell
424
-6
-1% -$3.26K 0.11% 77
2025
Q1 		$213K Buy
430
+11
+3% +$5.45K 0.12% 73
2024
Q4 		$219K Sell
419
-2
-0.5% -$1.04K 0.12% 69
2024
Q3 		$207K Buy
+421
New +$207K 0.12% 73