Safe Harbor Fiduciary’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
$335K Buy
617
+17
+3% +$9.24K 0.31% 65
2025
Q1
$297K Buy
+600
New +$297K 0.31% 61