One Wealth Capital 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
$283K Sell
520
-28
-5% -$15.2K 0.13% 84
2025
Q1
$271K Buy
548
+60
+12% +$29.7K 0.15% 82
2024
Q4
$255K Buy
+488
New +$255K 0.13% 84