Private Client Services’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$235K Buy
+432
New +$235K 0.09% 182
2025
Q1
Sell
-402
Closed -$210K 197
2024
Q4
$210K Buy
+402
New +$210K 0.11% 177