PWS
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Proactive Wealth Strategies’s Intuitive Surgical ISRG Stock Holding History

Proactive Wealth Strategies’s Portfolio ISRG Stock Details ISRG Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$525K Buy
967
+50
+5% +$27.1K 0.25% 89
2025
Q1 		$454K Buy
917
+30
+3% +$14.9K 0.24% 86
2024
Q4 		$463K Hold
887
– – 0.24% 85
2024
Q3 		$436K Buy
+887
New +$436K 0.24% 83