Pacific Capital Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-78	Closed	-$40.7K	–	219
2024 Q4	$40.7K	Sell	78 -8	-9%	-$4.18K	0.01%	164
2024 Q3	$42.2K	Buy	86 +44	+105%	+$21.6K	0.01%	172
2024 Q2	$18.7K	Buy	42 +25	+147%	+$11.1K	﹤0.01%	244
2024 Q1	$6.79K	Buy	+17	New	+$6.79K	﹤0.01%	264