Secure Asset Management’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	$475K	Sell	874 -419	-32%	-$228K	0.09%	189
2025 Q1	$640K	Sell	1,293 -234	-15%	-$116K	0.13%	150
2024 Q4	$797K	Sell	1,527 -7	-0.5%	-$3.65K	0.12%	150
2024 Q3	$754K	Buy	1,534 +87	+6%	+$42.8K	0.13%	150
2024 Q2	$644K	Buy	+1,447	New	+$644K	0.12%	147