OWA

Outlook Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$215K	Buy	+396	New	+$215K	0.06%	264
2025 Q1	–	Sell	-437	Closed	-$228K	–	266
2024 Q4	$228K	Buy	437 +29	+7%	+$15.1K	0.07%	239
2024 Q3	$200K	Buy	+408	New	+$200K	0.06%	252