OWMIAS

One Wealth Management Investment & Advisory Services’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-697	Closed	-$310K	–	85
2024 Q2	$310K	Buy	697 +23	+3%	+$10.2K	0.12%	87
2024 Q1	$269K	Buy	674 +44	+7%	+$17.6K	0.11%	101
2023 Q4	$213K	Buy	+630	New	+$213K	0.09%	115