Sargent Investment 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	$1.09M	Buy	2,290 +1,706	+292%	+$809K	0.15%	94
2025 Q1	$289K	Sell	584 -40	-6%	-$19.8K	0.05%	195
2024 Q4	$337K	Buy	624 +15	+2%	+$8.1K	0.06%	173
2024 Q3	$299K	Buy	609 +8	+1%	+$3.93K	0.05%	165
2024 Q2	$267K	Buy	+601	New	+$267K	0.05%	173