Nicola Wealth Management’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	$14.5M	Buy	26,600 +4,600	+21%	+$2.5M	1.36%	28
2025 Q1	$10.9M	Buy	22,000 +11,000	+100%	+$5.45M	1.06%	39
2024 Q4	$5.74M	Hold	11,000	–	–	0.54%	54
2024 Q3	$5.4M	Hold	11,000	–	–	0.43%	60
2024 Q2	$4.89M	Buy	+11,000	New	+$4.89M	0.44%	56