SWA
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Sax Wealth Advisors’s Intuitive Surgical ISRG Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.33M Buy
2,456
+1,684
+218% +$915K 0.08% 140
2025
Q1
$382K Buy
772
+143
+23% +$70.8K 0.03% 253
2024
Q4
$328K Buy
+629
New +$328K 0.03% 254