Moss Adams Wealth 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
$498K Buy
916
+32
+4% +$17.4K 0.05% 126
2025
Q1
$438K Buy
884
+167
+23% +$82.7K 0.05% 119
2024
Q4
$374K Buy
717
+90
+14% +$47K 0.04% 129
2024
Q3
$308K Buy
627
+105
+20% +$51.6K 0.03% 141
2024
Q2
$232K Buy
+522
New +$232K 0.03% 150