Mount Yale Investment Advisors’s Intuitive Surgical ISRG Stock Holding History

Mount Yale Investment Advisors’s Portfolio ISRG Stock Details ISRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$973K	Buy
2025 Q1	$278K	Buy
2024 Q4	$253K	Buy
2024 Q3	$225K	Buy
2018 Q4	–	Sell
2018 Q3	$98K	Buy
2018 Q2	$60K	Buy
2018 Q1	$23K	Buy