Root Financial Partners’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	$1.63M	Buy	2,994 +37	+1%	+$20.1K	0.16%	52
2025 Q1	$1.46M	Sell	2,957 -673	-19%	-$333K	0.16%	50
2024 Q4	$1.89M	Buy	3,630 +121	+3%	+$63.2K	0.23%	32
2024 Q3	$1.72M	Buy	+3,509	New	+$1.72M	0.28%	34