Motive 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	$239K	Buy	440 +33	+8%	+$17.9K	0.11%	74
2025 Q1	$202K	Sell	407 -23	-5%	-$11.4K	0.11%	71
2024 Q4	$224K	Buy	+430	New	+$224K	0.12%	69