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Mowery & Schoenfeld Wealth Management’s Intuitive Surgical ISRG Stock Holding History

Mowery & Schoenfeld 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 		$33.1K Hold
61
– – 0.05% 143
2025
Q1 		$30.2K Hold
61
– – 0.06% 172
2024
Q4 		$31.8K Sell
61
-159
-72% -$83K 0.06% 144
2024
Q3 		$108K Buy
+220
New +$108K 0.17% 57