Private Advisory Group’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
$338K Sell
622
-170
-21% -$92.4K 0.03% 167
2025
Q1
$392K Sell
792
-27
-3% -$13.4K 0.04% 149
2024
Q4
$427K Buy
819
+9
+1% +$4.7K 0.05% 152
2024
Q3
$398K Buy
+810
New +$398K 0.05% 154